The Paragon Group of Oppenheimer & Co. Inc. provides comprehensive, wealth management services to business owners, members of senior management, and professionals. We help clients address a broad range of financial situations including retirement from a business or employer, exercising stock options, liquidity events from the sale or recapitalization of a business, strategies for managing concentrated investments, as well as comprehensive investment, retirement, and estate planning.
We are in a unique position to access to a wide range of Firm resources including Equity Research, Capital Markets, and Investment Banking professionals. Our products offerings include traditional and non-traditional investments ranging from equity and fixed income securities, to more specialized products, such as separately managed accounts, portfolio enhancement options strategies and hedge funds, where appropriate.
Our Professionals Alliance Group (PAG) Program offers a turn-key solution to expand services you offer to your clients and deepen their relationship with your firm. We provide the expertise and support to deliver a suite of investment and planning capabilities to your clients. At the same time, these services grow your revenue and enhance your firm value.
Professional Alliance Program Overview
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The Biggest Threat to CPAs
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