Wealth Management Built Around the Life You Want
Your wealth is more than your investment portfolio. It touches the decisions you make about your career, family, retirement, taxes, business, legacy - and how you want to spend your time.
At Paradigm Wealth Partners, we take a comprehensive approach to wealth management designed to bring the different pieces of your financial life together.
With offices in Knoxville and Chattanooga, Tennessee, our team helps individuals and families create personalized financial strategies designed around their goals, values and vision for the future.
Money Is a Tool. Time Is Your Greatest Asset
Building wealth is important. Knowing what you want that wealth to accomplish is even more important.
Maybe you are wondering whether you have saved enough to retire. Perhaps your career or business has created financial complexity that you no longer want to manage alone. Or you have accumulated significant assets and want someone helping you coordinate the decisions surrounding them.
Our role is to help you understand where you are, define where you want to go and create a strategy designed to help you get there.
The objective is not simply having more money. It is having the confidence and freedom to Create The Life You Love®.
A Comprehensive Approach to Wealth Management
Your financial life does not exist in separate boxes. An investment decision can affect your taxes. A retirement decision can affect your Social Security strategy. Selling a business can change your investment, estate and tax-planning needs. And the amount you need from your portfolio depends heavily on the life you are trying to fund.
That is why our approach considers the different areas of your financial life together.
- Financial Planning
Your financial plan provides the foundation. We help organize your financial picture, understand your goals and develop actionable strategies for the decisions ahead. - Investment Management
Your portfolio should reflect more than a risk questionnaire. We consider your goals, time horizon, financial needs and risk tolerance when developing and monitoring an investment strategy. - Retirement Planning
We help you address some of retirement's biggest questions: When can I retire? How much can I comfortably spend? Where should my retirement income come from? And how can my plan adapt as life changes? - Tax-Aware Planning
Taxes can have a meaningful impact on your financial decisions. We incorporate tax considerations into the planning process and can coordinate with your tax professionals when appropriate. - Estate & Legacy Planning
Your wealth can have a purpose beyond your lifetime. We help review estate-planning considerations and coordinate financial decisions with the legacy you want to leave. - Risk Management & Insurance
A financial strategy should consider not only opportunities but also the risks that could disrupt your plan. We evaluate insurance and risk-management considerations as part of your broader financial picture.
The DREAM Process
A financial plan should start with your life - not a product. Paradigm's DREAM process gives us a framework for understanding what matters to you and translating it into an actionable financial strategy.
DISCOVER - The Life You Love
We start by getting to know you: your current financial situation, your concerns, your values and what you ultimately want your wealth to make possible.
REVIEW - Where You Are
Next, we review your existing financial strategies and investments to identify what is working, what may need attention and where opportunities may exist.
ENVISION - A Plan Made for You
Together, we define what your ideal financial future looks like and develop a roadmap around your priorities.
ACT - On That Plan
Once the strategy is established, we help put the pieces into motion - from your investments to the other financial-planning considerations necessary to pursue your goals
MONITOR - As You Go
Life changes. Markets change. Tax laws change. Your financial plan should not remain static while everything around it evolves. We continue monitoring your strategy and adjusting it as your circumstances and goals change.
Who We Help
We do our best work with people who have accumulated wealth and recognize that their financial decisions are becoming increasingly interconnected.
Preparing for Retirement
For people 50+ who are retired or planning to retire within the next 5-10 years, we help answer the questions surrounding retirement income, investments, taxes and whether your resources support the retirement you envision.
Career Professionals
For successful professionals whose careers and wealth are growing, we help bring organization and strategy to increasingly complex financial decisions.
Business Owners
For business owners thinking about their next chapter, we help coordinate personal wealth with the decisions surrounding the business, including preparing financially for an eventual exit and retirement
Wealth Management in Knoxville & Chattanooga
Paradigm Wealth Partners is a family-owned Tennessee firm serving clients locally from offices in Knoxville
and Chattanooga, as well as virtually across the country.
Knoxville Wealth Management
Our Knoxville office works with individuals, families, professionals, business owners and retirees seeking personalized financial guidance and a long-term relationship with an advisory team.
2099 Thunderhead Road, Suite 201
Knoxville, TN 37922
Chattanooga Wealth Management
Our Chattanooga office brings Paradigm's personalized wealth-management and retirement-planning approach to individuals and families throughout the Chattanooga area.
252 Signal Mountain Road, Suite A
Chattanooga, TN 37405
Frequently Asked Questions About Wealth Management
What does a wealth manager do?
A wealth manager helps coordinate multiple areas of your financial life rather than focusing on one decision in isolation. Depending on your circumstances, that can include financial planning, investment management, retirement planning, tax-aware strategies, estate-planning considerations and risk management.
What is the difference between financial planning and wealth management?
Financial planning focuses on creating a strategy around your goals, resources and future financial decisions. Wealth management typically takes a broader, ongoing approach by coordinating that planning with investment management and other areas of your financial life.
Do you provide wealth management in Knoxville, TN?
Yes. Paradigm Wealth Partners has an office in Knoxville, Tennessee, and provides personalized wealthmanagement and retirement-planning services to clients in the area.
Do you provide wealth management in Chattanooga, TN?
Yes. Paradigm Wealth Partners also has an office in Chattanooga, Tennessee, serving clients seeking personalized wealth-management and retirement-planning guidance.
Is Paradigm Wealth Partners a fiduciary?
Use Paradigm's current approved fiduciary language here. Compliance should review the final wording before publication.
Can you work with my CPA or attorney?
Yes. When financial planning intersects with legal or tax matters, Paradigm can coordinate with a client's attorney, accountant and other professional advisors as appropriate.
Create the Life You Love®
You have worked hard to build your wealth. The next question is what you want it to make possible.
Whether you are preparing for retirement, navigating the financial opportunities that come with a successful career, planning an eventual business exit or simply looking for someone to help bring all the pieces together, we are here to help you build a strategy around what matters most.