How We Help

Aragon Capital Advisors

is a comprehensive wealth management firm that strives to address your critical financial needs. As a fee-only advisor our interests are firmly aligned with those of our clients.

Aragon Capital is a Registered Investment Advisory one hundred percent Fee Based. We accept no payments — financial or otherwise — from any other source; all vendors are chosen for the quality and value of the services they provide. We do receive standard portfolio management services from our various custodians. Since we are not in the business of offering or distributing securities, our objectivity is not compromised by commissions.

Aragon Capital does not have a parent organization dictating which products we must choose. And, we have no investment banking ties to any company, or other built-in biases. Wealth management is our core business. We provide no services that might conflict with our primary responsibility: The creation and preservation of wealth.We strive to have you rest assured knowing your best interest is the sole guiding force behind all of our investment decisions. We strongly believe that the only way to truly gain your trust is to objectively and transparently represent your interests, and only your interests, at all times.

Key elements of our investment strategy include:
  • Global diversification
  • Disciplined periodic portfolio re-balancing
  • Investment plans customized to your overall profile and circumstances
  • Transparency and liquidity in investment choices
Comprehensive wealth management includes providing critical analysis of your overall financial condition:
  • Capital growth
  • Savings strategies
  • Retirement plans
  • Education savings
  • We then share our skills serving you as your advisor for all of the elements of your financial life, creating a comprehensive plan for the future. We ensure that your service providers all move forward together to follow it.

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