Lee Rawiszer, managing principal of Paradigm Financial Partners, announced that the firm is now established as an independent, SEC Registered Investment Advisory firm.
“While the industry has changed dramatically in the past few years, we have always put our clients’ interests first,” said Rawiszer. “Becoming an RIA is the best way for us to continue our approach to serving clients and to provide a more robust planning and investment platform.”
Paradigm serves high-net-worth families in film, television, music and sports, as well as business owners and physicians in all areas of financial management. Their comprehensive services include everything from values-based wealth, income and estate planning, to assistance with insurance, taxes, real estate holdings, credit solutions, multigenerational wealth planning, entrepreneurial needs, and philanthropy.
Paradigm Financial Partners will be using Charles Schwab & Co. as their primary custodian. Concurrent with the launch of its new RIA, Paradigm Financial Partners has also formed a partnership with Merchant, a firm whose senior partners formerly held executive management positions in some of the largest and most well-regarded financial services firms in the institutional asset management and wealth management space.
