Take 15 minutes to gain perspective that could last a lifetime.
Many investors are being asked to make decisions about their portfolios without fully understanding their options. At Paramount Financial®, we strive to give you clarity and confidence in your financial decisions through trusted, fiduciary guidance.
What is a "Second Look"?
A complimentary, no-obligation review that helps you understand how your current investments align with your risk tolerance, what you are really paying, and whether your current advisor is acting in your best interest. We provide an objective, fiduciary review, empowering you to make informed decisions about your financial future.
Why Investors are turning to Paramount Financial®
True Independence: We are a registered investment advisor, not tied to any broker-dealer or sales quotas.
Tactical Investing: We actively adapt to markets instead of relying on static models.
Tax Integration: We incorporate tax reduction strategies into your financial plan.
Client Clarity: Our process is transparent and educational — empowering, never pressured.
How It Works
Your Second Look™ begins by scheduling a quick 15-minute call with founder, David Belisle WMCP®. During your consultation, we will carefully review your current portfolio, fees, and overall investment strategy. Afterward, you’ll receive a clear, written summary outlining our findings, along with potential opportunities for improvement. From there, you can choose the direction that best supports your financial future, equipped with knowledge and perspective to make sound decisions.
