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.
