Welcome to Paradigm Wealth Services, Inc.

An independent wealth management firm deeply rooted in the community

At Paradigm Wealth Services Inc. our clients benefit from a level of service similar to what private trust companies give their wealthiest clients. Our many years of experience in the legal and financial industries enable Paradigm Wealth Services Inc. to make quality services available at costs similar to those charged by many advisors who do less for you.

Information

For our current clients, you'll find links to access your account, make appointments with us, get up-to-date information about your investments and the markets. Also you will find useful resources that can help empower you with additional knowledge.

The Future

For those not yet acquainted with our firm, we've established this Website as a way for you to get to know us and understand how we can help you secure your future and preserve your legacy.

Great Support

We appreciate your interest in Paradigm Wealth Services Inc. and sincerely look forward to serving you.

  • About
  • Contact
  • Privacy Statement
image Garland Risner - President

Paradigm Wealth Services, Inc.

At Paradigm Wealth Services, Inc. we felt that many investors were being underserved by the typical Wall Street model of investment firm: the one where they sell you their own products in order to meet their target sales goals, not your financial ones. We know we have greatly improved upon the model.

We offer an environment where you can feel confident knowing:

  • We listen to fully understand your immediate needs and long-term goals.
  • You can expect prompt replies from us to your directions or inquiries.
  • We will advocate outside resources for specialized expertise.
  • Your money is working toward your goals effectively.
  • Your wishes and opinions will be respected.
  • Your needs are taken into account.
  • Your investments are recommended because they are best for you, not for some corporation.
  • You have access to unbiased research and information to help you make informed decisions.


Phone: (208) 888-9070
Fax: (208) 888-9076

39 West Pine Avenue
Suite 100
Meridian, Idaho 83642

Web Disclosure

Paradigm Wealth Services, Inc. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Paradigm Wealth Services, Inc. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Paradigm Wealth Services, Inc. unless a client service agreement is in place.

Our Approach

  • Personal Attention +

    While service has become somewhat of a cliché, it is truly the driving force behind everything we do. We have, therefore, limited our number of clients to less than 100.

  • Clear Objectivity +

    We are positioned to always have your best interest at heart because our business model is centered around what is best for our clients. You can be confident that we'll only recommend a course of action that has been carefully tailored to best suit your financial goals—not the path of least resistance—and one that is free of any conflicts of interest

  • Team of Specialists +

    We believe that a team-based practice is needed to serve clients in today's complicated financial world. One person cannot cover all disciplines necessary to adequately serve our clients. We bring together the legal, tax and regulatory expertise of best-in-class specialists, integrating their knowledge and experience into our Wealth Management process

  • Well-Defined Processes +

    Our philosophy is shown in our comprehensive approach to our client's financial lives. We firmly believe that good recommendations can only be made once your financial professional has analyzed your entire financial picture and that is exactly what we do. It also includes analysis of your income tax situation, estate planning issues, risk coverages, cash flow analysis, and many other financial aspects of your life's path. Our comprehensive approach can potentially save a client time and money while helping them avoid critical mistakes in their long-term financial plans.

  • Flexibility +

    Rarely do we live our lives and not encounter the occasional change in direction whether it be a family or job change or something else life brings our way. Our Wealth Management process has inherent flexibility to adapt to your needs as your life evolves such that there is minimal stress in altering the course.
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