Paragon Wealth Advisors Team Profile

No two retirements look the same. What will yours be like? The Ameriprise^® Retirement Profiles quiz can help you identify the lifestyle that may bring you fulfillment in retirement. Just answer a few simple either/or questions to discover if you’re an Explorer, Nurturer, Creator, Connector or Doer.

Retirement Plan Distribution
Domestic Partner Planning
Employee Stock Options
Women's Financial Strategies
Wealth Preservation Strategies
Estate Planning Strategies
Family Finances

Paragon Wealth Advisors, Forbes Best-in-State Wealth Management Teams, 2023-2025
Paragon Wealth Advisors, Ameriprise Client Experience Award, 2024
Heather C Leach, Ameriprise Ultimate Digital Excellence Award, 2022-2024
Heather C Leach, Ameriprise Circle of Success, 1996-1999, 2001, 2003-2024
Heather C Leach, Ameriprise Circle of Success Hall of Fame, 2020
Heather C Leach, Ameriprise Circle of Success Diamond Ring, 2007

For our support of the lesbian, gay, bisexual and transgender (LGBT) community, Ameriprise is honored to be recognized as a Best Place to Work for LGBT Equality by the Human Rights Campaign Foundation.