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Our Tools & Process

My team and I believe in working closely with our clients to make sure they fully understand the investment decisions we make together.
Below you will find a curated library of educational articles to help you become a more informed investor. 

Helping you organize your wealth!

Helping you organize your wealth!

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Understanding your comfort with Risk

Understanding your comfort with Risk

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Getting you where you want to be!

Getting you where you want to be!

Access MyBlocks

Understanding Your Estate: Critical Elements of an Estate Strategy

Establishing an estate strategy is crucial, yet many wait too long to put their wishes in writing. Use this helpful guide to review your estate strategy and start conversations with your loved ones, financial professionals, and legal team.

Meet Our Team

What is most important to you?

What is most important to you?

It is important to us that we understand what is most important to you, which is why we take the time to actively listen to what you want to accomplish...your hopes and fears. You are in the driver seat and we tailor our solutions to you!

Michael Beard

Founder & Chief Wealth Advisor

michael@paracletewc.com

Tami Beard

Client Service Specialist

tami@paracletewc.com

Ready To Talk

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