Client
Portal

The good we do together,
exceeds the good we do alone.

As financial advisors, we get it. You need the right tools, team and planning to pursue your financial goals. That’s why we created what we believe is one of the most unique and innovative firms in the industry. One that leverages the power of our collective community in seeking to keep costs low and fuel the positive impact you can have on the causes that matter most to you. At Paradigm, helping people do well and do good isn’t just our goal, it’s our passion.

Welcome to the Paradigm Wealth Management Collective.
Learn more about how we can serve your financial needs.

We'll Guide You To Retirement

And do some good along the way.

You've worked. You've planned. You've saved. Now you're at the summit and you’re ready to retire. Many investment professionals can get you this far, but only some have the experience to turn those hard earned assets into a predictable, reliable, and sustainable income. That is our mission...

We'll take it from here.

when people do good,
we all do better.

Paradigm is dedicated to serving the financial needs of nonprofits who make the world a better place. Our goal is simple: to have an immediate, ongoing and enduring impact on your organization and the community and causes you care for. But our commitment to you goes beyond numbers. It’s about finding more ways to move your mission forward.

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Our Integrated
Income Strategy

Retirement income planning is fundamentally different than traditional retirement planning where the accumulation of a single lump sum is the primary goal. Instead, our process attempts to define and achieve your REALNumber ™ — the monthly income needed to support your unique lifestyle during retirement. We take a holistic approach, incorporating all potential income sources to develop a strategy that seeks to ensure your essential needs will be addressed—every month, every year—no matter what happens with the markets, inflation and interest rates. We’ll also layer in non-guaranteed income strategies to help generate discretionary funds so you can enjoy your newfound freedom.

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*Variable annuities are long-term investments designed for retirement. The value of the variable investment options will fluctuate and when redeemed, may be worth more or less than the original cost. Withdrawals and other distributions of taxable amounts, including death benefit options, will be subject to ordinary income tax, and if taken prior to age 59 1/2, a 10 percent federal tax penalty may apply. Early withdrawals may be subject to withdrawal charges. An investment in a variable annuity involves investment risk, including possible loss of principal. The contract, when redeemed, may be worth more or less than the total amount invested. Variable annuities are subject to insurance-related charges, including mortality and expense charges, administrative fees, and the expenses associated with the underlying funds. Guarantees are subject to the claims paying ability of the issuing insurance company. • Optional benefits (such as a guaranteed death benefit and/or income benefit) are available at an additional charge, are subject to state availability, and are based on the financial strength of the insurer. These optional riders are subject to age restrictions and restrictions on the amount of withdrawals per year. Guarantees are based on the claims paying ability of the insurance company and do not apply to the subaccount options.

Our
Team

Our experienced team has seen a lot. Up markets, down markets, and everything in-between. We are process-driven, research-based, and product agnostic. Every decision we make is independent, for the good of our clients. There's no hidden agenda. No corporate office dictating particular products or services to sell for the highest profit. We'll always build a customized plan that is right for you, and only you. We'll keep it simple, in language you can understand. And as your circumstances change, we'll be right there with you to monitor and make adjustments along the way.

Justin Steele

Justin Steele

Founder - Managing Director

Husband and Girl Dad two times over. Justin is committed to putting clients first. Always. Having a meaningful and lasting impact on the financial health and wellbeing of those he serves is his passion.

Dave Provinsal

Dave Provinsal

Founder - Managing Director

Husband. Father of 4. Crossfitter. Marathoner. Dave is passionate about delivering tangible value to every client’s financial life in a simple, organized manner. The details matter and he wants to get it right every time.

David Chenet

David Chenet

Vice President - CFA

The investment guy. Passionate about analyzing and interpreting data, he’s focused on executing the investment strategy. When not buried in finance books, you can find Dave running or following Boston sports.

Laura Miller

Laura Miller

Senior Relationship Manager

Two words… Multitasker Extraordinaire. Laura has the unique ability to have her hands in a little bit of everything AND stay organized. When she isn’t juggling multiple projects, she loves cooking, going to concerts and traveling with her husband and daughter.

Contact
Us

Set up a complimentary consultation meeting to see if we can help.

Here are a few ways we’re
invested in your success...

  • Financial education for your organization, your donors, your employees
  • Socially responsible and sustainable investment options
  • Investment policy statement reviews and design
  • Spending policy evaluation
  • Planned giving support and analysis
  • Investment fiduciary training
  • Strategic networking & marketing opportunities
  • Fee transparency

Our
Team

Our experienced team has seen a lot. Up markets, down markets, and everything in-between. We are process-driven, research-based, and product agnostic. Every decision we make is independent, for the good of our clients. There's no hidden agenda. No corporate office dictating particular products or services to sell for the highest profit. We'll always build a customized plan that is right for you, and only you. We'll keep it simple, in language you can understand. And as your circumstances change, we'll be right there with you to monitor and make adjustments along the way.

Justin Steele

Justin Steele

Founder - Managing Director

Husband and Girl Dad two times over. Justin is committed to putting clients first. Always. Having a meaningful and lasting impact on the financial health and wellbeing of those he serves is his passion.

Dave Provinsal

Dave Provinsal

Founder - Managing Director

Husband. Father of 4. Crossfitter. Marathoner. Dave is passionate about delivering tangible value to every client’s financial life in a simple, organized manner. The details matter and he wants to get it right every time.

David Chenet

David Chenet

Vice President - CFA

The investment guy. Passionate about analyzing and interpreting data, he’s focused on executing the investment strategy. When not buried in finance books, you can find Dave running or following Boston sports.

Laura Miller

Laura Miller

Senior Relationship Manager

Two words… Multitasker Extraordinaire. Laura has the unique ability to have her hands in a little bit of everything AND stay organized. When she isn’t juggling multiple projects, she loves cooking, going to concerts and traveling with her husband and daughter.

Contact
Us

Set up a complimentary consultation meeting to see if we can help.

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