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 * Home
 * About Us
   * Our Associates
 * Services
   * Investment Management
   * Estate Planning
   * Insurance
   * Corporate Retirement Plans
 * Resources
   * Newsletters
   * Calculators
   * Videos
   * Flipbooks
   * Tax Library
 * Request A Quote
   * 401(k) Information Request
 * Contact Us
   * Contact Us
   * Affiliated Offices
   * Tell A Friend
 * Account Access

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PARAMOUNT WEALTH MANAGEMENT GROUP

324 Grove Street, Second Floor Worcester, MA 01605


PHONE:

 * (855) 508-4015


FAX:

 * (508) 519-8426


E-MAIL:

 * info@pwmg401k.com


FLIPBOOKS

You can review interesting Flipbooks on my site.

View Flipbooks


CONTACT US

Please feel free to contact us with any questions.

Contact Us


VIDEOS

We have interesting videos for you to watch on my site.

View Videos


PARAMOUNT WEALTH MANAGEMENT GROUP

The advisors at Paramount Wealth provide investment management, financial and
estate planning services through LPL Financial to successful individuals and
their families.

We pride ourselves on providing exceptional services and a customized approach.
We partner with clients in an effort to identify, implement and monitor a highly
personalized portfolio designed to pursue their financial objectives and long
term goals.

Our investment philosophy emphasizes consistent, above average, long term
performance while seeking to minimize risk. We focus on individual clients,
ensuring that their specific objectives and risk profiles are accommodated when
tailoring their portfolios.

We believe in:

 * Pursuing investment returns for a given investment objective;
 * Preservation of Capital;
 * A consistent, long term investment approach;
 * A disciplined investment approach;
 * Portfolios tailored to individual clients;
 * Tax efficiency in investing

Our typical clients are small business owners, entrepreneurs and c-level
executives. While our firm has no formal account minimums, we find that our
services are best suited for individuals and families with at least $500,000 of
investable assets or a net worth of at least $3 million.

To discuss the services of Paramount Wealth Management Group or to see if our
services may benefit you and your family, please contact our President, Michael
J. Lemay at (855) 508-4015 or mlemay@pwmg401k.com


TAKING A CLOSER LOOK AT TARGET DATE FUNDS


HOW MUCH DO YOU KNOW ABOUT TARGET DATE FUNDS?

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 1. Taking a Closer Look at Target Date Funds
    
    02:16
    
    How much do you know about target date funds?


CALCULATORS


 * ROTH IRA CONVERSION
   
   This calculator can help you determine whether you should consider converting
   to a Roth IRA.


 * ESTATE TAXES
   
   Use this calculator to estimate the federal estate taxes that could be due on
   your estate after you die.


 * CASH FLOW ANALYSIS
   
   This Cash Flow Analysis form will help you weigh your income vs. your
   expenses.


 * COLLEGE FUNDING
   
   Use this calculator to estimate the cost of your child’s education, based on
   the variables you input.

More Calculators »


Securities and Advisory Services offered through LPL Financial, a Registered
Investment Advisor.  Member FINRA/SIPC

The financial professionals associated with Paramount Wealth Management Group
may discuss and/or transact business only with residents of the states in which
they are properly registered or licensed. No offers may be made or accepted from
any resident of any other state.

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