The advisors at Paramount Wealth provide investment management, financial and estate planning services through LPL Financial to successful individuals and their families.

We pride ourselves on providing exceptional services and a customized approach. We partner with clients in an effort to identify, implement and monitor a highly personalized portfolio designed to pursue their financial objectives and long term goals.

Our investment philosophy emphasizes consistent, above average, long term performance while seeking to minimize risk. We focus on individual clients, ensuring that their specific objectives and risk profiles are accommodated when tailoring their portfolios.

We believe in:

• Pursuing investment returns for a given investment objective;
• Preservation of Capital;
• A consistent, long term investment approach;
• A disciplined investment approach;
• Portfolios tailored to individual clients;
• Tax efficiency in investing

Our typical clients are small business owners, entrepreneurs and c-level executives. While our firm has no formal account minimums, we find that our services are best suited for individuals and families with at least $500,000 of investable assets or a net worth of at least $3 million.

To discuss the services of Paramount Wealth Management Group or to see if our services may benefit you and your family, please contact our President, Michael J. Lemay at (855) 508-4015 or mlemay@pwmg401k.com

Testimonials

As the year draws to a close, I wish to send my holiday greetings. Most importantly, I wish to share my thoughts about your investment advice and management of our account. We have worked together very well over the years because you both have been timely with your communication, clear whenever I have called with questions about our portfolio, and trustworthy with our investments. As we all know, the market fluctuates but we appreciate your steady hand and assistance with adjustments whenever they have been necessary. Your fees are extremely reasonable compared to other investments we have. Most of all, you are respectful of all of our questions or concerns and patiently and kindly take the time to explain where we are invested, how much is allocated to each sector of the market, and make any adjustments necessary whenever we may have a special request. Thank you for your service and your wisdom. It is a true pleasure to work with both of you.”

 

– Carol L

“Dear Mr. Lemay I wanted to tell you what a pleasure it is doing business with your company. You and the others I've spoken with are easy to talk to and explain matters clearly. Requests I've made have always been responded to accurately and promptly. I will certainly continue to remain one of your customers. Please feel free to utilize this note as you wish.”

 

– Caroline B

“Thank you so much for taking the time to explain our new annuity and the 401Ks & IRA's. We really appreciate everything you do to make us feel comfortable with our investments.”

 

– Janet P.

“I cannot thank you enough for your diligence on my account, to a point where you are recommending me on what I need to. This is priceless. Thanks so much for this.” 

 

– Christopher R.

"Thanks again for your advice. It was right on.”

– Mary D

_{These statements are testimonials by clients of the financial  professional as of 04/17/2023. The clients have not been paid or received any other compensation for making these statements. As a result, the clients do not receive any material incentives or benefits for providing the testimonials.}