Our Process

Designed by Inspiration™

Designing your wealth with intention is what we do.

Helping you live your most inspired life is who we are.

How do you know your wealth is giving you true freedom? All succesful investing is goal-oriented and driven by a detailed plan. At Paramount Wealth, we help you become Designed by Inspiration™ using our three-part approach to helping business owners, corporate executives, and families have complete confidence they can pursue the life that calls to them.

Part 1: Inspire

What sparks your curiosity and drive for more? Your wealth is a catalyst for keeping your dreams and family values intact for generations into the future. The first part of the Designed by Inspiration™ formula is about getting to know what inspires you.
What matters the most to you? Where are you currently when it comes to your finances, and where do you want to be? The bigger question we start answering is, “What life do you truly want to create with your wealth, for you and those you love?” That sets a clear vision we can see together. It paves the path for developing the exact strategy to help you get where you want to go.

Part 1: Inspire

What sparks your curiosity and drive for more? Your wealth is a catalyst for keeping your dreams and family values intact for generations into the future. The first part of the Designed by Inspiration™ formula is about getting to know what inspires you.

What matters the most to you? Where are you currently when it comes to your finances, and where do you want to be? The bigger question we start answering is, “What life do you truly want to create with your wealth, for you and those you love?” That sets a clear vision we can see together. It paves the path for developing the exact strategy to help you get where you want to go.

Fiduciary Process
Paramount’s wealth advisors maintain a fiduciary standard of care throughout all 3 parts of our Designed by Inspiration™ process. This means that our advisors have taken on the legal responsibility of acting on behalf of another person with honesty and integrity, putting the client’s best interests first at all times.
Part 2 // Design

We help you design your wealth in a way that intentionally shapes your most inspired life. We create a comprehensive, personalized investment blueprint that includes all important aspects of your wealth, from investments to tax strategy, insurance protection, estate planning, and more. More specifically, we focus on where you are instead of where the markets are. Our advanced planning approach takes every aspect of your financial life into consideration. This step helps ensure there are no missing pieces in your plan and everything is designed to work toward creating the best possible results. This includes collaborating with your accounting and legal professionals to help manage, preserve, and someday, pass on your assets to the
right people. You can have the confidence to start pursuing your most inspired life, doing what you love without worry.

Part 2: Design

We help you design your wealth in a way that intentionally shapes your most inspired life. We create a comprehensive, personalized investment blueprint that includes all important aspects of your wealth, from investments to tax strategy, insurance protection, estate planning, and more. More specifically, we focus on where you are instead of where the markets are. Our advanced planning approach takes every aspect of your financial life into consideration. This step helps ensure there are no missing pieces in your plan and everything is designed to work toward creating the best possible results. This includes collaborating with your accounting and legal professionals to help manage, preserve, and someday, pass on your assets to the right people. You can have the confidence to start pursuing your most inspired life, doing what you love without worry.

Part 3: Live

Change is one of the few guarantees in life. Living an inspired life creates newfound freedom that can guide your financial plan. Our team at Paramount Wealth stays connected with you every step of the way, no matter your season of life or situation. Our Live section of the Designed by Inspiration™ formula means we’re regularly touching base with you throughout the year. This means you can say “Yes!” to the right opportunities when new inspiration arises.

If You’re Inspired and We’re Aligned in Values,
We Would Love to Connect.

Living a more inspired, impactful life is possible with Paramount Wealth.
See how our team can help by starting a conversation today.

Is the Designed by Inspiration™ Formula Right for You?
As much as we know we could help a vast majority of investors, we also recognize we’re not a great fit for all investors.
How do you know if Paramount Wealth and the Designed by Inspiration™ formula is right for you?

We can make a difference for you if you:

  • Actually want help.
    If you’re not ready for help, our advice isn’t for you – yet.
  • Desire a plan for your future.
    A plan that will help you get where you need and want to be.
  • Value having a successful planning team behind you.
    We’ve helped hundreds of families over the last 4
    decades design their wealth to live their most inspired
    life, and we are ready to help you do the same.

We are unable to work with you if you:

  • Are not willing to accept advice.
  • Want to simply set up an investment account
    without real, collaborative planning involved
    .

    Living an inspired life isn’t a spectator sport.
  • Want quick returns or only want to chase returns.
    You’ll always be disappointed because your happiness
    will change from moment to moment based on something you can’t control.
  • Don’t have a goal in mind for your money.

Michigan Office

420 South Brown Street
Jackson, MI 49203

Arizona Office

2375 E. Camelback Road
Suite 600
Phoenix, AZ 85016

Florida Office

4851 Tamiami Trail North
Suite 200
Naples, FL 34103

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