A complete list of active advisors currently associated with Paramount Wealth Advisors

Warmer can help you find a great advisor at Paramount Wealth Advisors or one who fits your needs even better.

Invictus Advisory Services d/b/a Paramount Wealth Advisors provides discretionary portfolio management and financial planning to individuals, trusts, charities and estates, with a pronounced practice managing the cash and annuity components of personal‑injury, wrongful‑death, and workers’ compensation settlements. The firm also assists clients by selecting unaffiliated sub‑advisors through third‑party managed account programs and delivering limited written financial plans tailored to each client’s objectives. The firm builds individualized asset allocations with a long‑term, diversified orientation, combining fundamental and technical analysis and an emphasis on low‑cost, tax‑aware options while permitting use of alternatives when appropriate. For settlement clients Invictus coordinates with attorneys, accountants and other advisors to structure plans intended to preserve capital and provide for health, education, maintenance and support funding. What distinguishes Invictus from many peers is its business structure and client focus: the firm’s managing member maintains an affiliation with a law practice, its advisors are licensed to sell insurance, and the firm operates affiliated entities that provide structured‑settlement and lien‑resolution services. Those affiliations and the concentration on settlement‑related clients are disclosed in the firm’s brochure as potential sources of additional compensation and are addressed through internal policies and client disclosures.

To learn more about the advisors currently working at Paramount Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.