We are excited to share some important news regarding the evolution of our firm and how this change will benefit you! We are pleased to announce that our company name will be changing as of September 1, 2022, to Paragon Wealth Management. This will also coincide with a physical change of address to a newer, larger office located at 515 N. Main Street in Doylestown (across the parking lot from where we are now located).
This name change is a result of years of collaboration between our groups at McNamara Financial Group Rosenau Financial Advisors, and Thompson Financial. Over the years, we have worked together in various degrees to help clients grow, preserve, and distribute their wealth. While we have great pride in what we have accomplished thus far, we have come to realize that our groups work much better together than separately. As a result, we have decided to rebrand our practices under one new name of Paragon Wealth Management.
The meaning behind Paragon is a model of excellence. Our pledge at Paragon Wealth Management is to continually strive for excellence through discipline and the pursuit of knowledge. Our commitment to our clients’ success in reaching their financial goals is our highest priority and will continue to be so in the future. This rebrand will allow us to pool our resources together and provide our clients with the best service and attention possible. We have already added a full-time financial planner to better assist clients in planning and prioritizing their financial goals, and we plan to add more associates in the near future to assist with client servicing needs.
It is important to note that there will be no material change to any of your accounts, and no action needs to be taken by you; your investments will continue to be managed according to your individual goals, as they always have been, and the relationship with your advisor will not change.
We will be updating our website and emails to reflect our new branding shortly; however, our current website address and emails will be functioning as normal for an extended period of time to allow everyone time to update their contacts. Our office phone numbers, however, will remain unchanged. We plan to hold a client appreciation event toward the end of September as well as reinstate our popular monthly Finances on Tap events, that many of our clients have asked about.
Over the coming weeks, we will reach out to you to discuss this exciting news further; however, if you have any immediate questions, please contact us and we will be happy to speak with you. We are extremely excited about the future of Paragon Wealth Management and look forward to serving your needs better than ever!