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Paramount Wealth Advisors

Updated today

Client assets under management

$33,983,672

Clients

56

21% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

19

Very Low

Average account size

$606,851

About

Invictus Advisory Services d/b/a Paramount Wealth Advisors provides discretionary portfolio management and financial planning to individuals, trusts, charities and estates, with a pronounced practice managing the cash and annuity components of personal‑injury, wrongful‑death, and workers’ compensation settlements. The firm also assists clients by selecting unaffiliated sub‑advisors through third‑party managed account programs and delivering limited written financial plans tailored to each client’s objectives.

The firm builds individualized asset allocations with a long‑term, diversified orientation, combining fundamental and technical analysis and an emphasis on low‑cost, tax‑aware options while permitting use of alternatives when appropriate. For settlement clients Invictus coordinates with attorneys, accountants and other advisors to structure plans intended to preserve capital and provide for health, education, maintenance and support funding.

What distinguishes Invictus from many peers is its business structure and client focus: the firm’s managing member maintains an affiliation with a law practice, its advisors are licensed to sell insurance, and the firm operates affiliated entities that provide structured‑settlement and lien‑resolution services. Those affiliations and the concentration on settlement‑related clients are disclosed in the firm’s brochure as potential sources of additional compensation and are addressed through internal policies and client disclosures.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Annuities

Occupation focus

Retired

Demographic focus

Established Professionals

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Fee options

Fixed

Fixed fees for asset management may be arranged on a case-by-case basis

Project-based

$250 per hour for financial planning fees

Main office location

Paramount Wealth Advisors

1090 Union Road, Suite 230

Buffalo NY 14224, United States

Number of offices

1

Most active in

New York

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Ryan C

Series 63, Series 65

Buffalo, NY

Paramount Wealth Advisors

Ryan Collins is a financial advisor at Invictus Advisory Services with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Invictus since 2021. His prior experience includes roles at MML Investors Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, Collins is employed at Milestone Consulting, LLC, where he provides consulting services focused on settlement preservation, economic analysis, and protection of government benefits for attorneys and plaintiffs. Invictus Advisory Services offers discretionary portfolio management and financial planning primarily for individuals, trusts, charities, and estates, with a focus on clients receiving personal injury, wrongful death, or workers’ compensation settlements. The firm emphasizes tailored asset allocations, long-term market exposure, and coordination with legal professionals through affiliated settlement-planning and lien-resolution services.

Annuities Retired Established Professionals
user avatar

Paul I

Series 63, Series 65, Series 66

Buffalo, NY

Paramount Wealth Advisors

Paul Isaac Sr. is a financial advisor with Invictus Advisory Services, holding Series 63, 65, and 66 credentials and bringing 26 years of industry experience. He has worked at Securities America Advisors since 2020 and previously spent seven years with SSN Advisory, Inc. Outside of advisory roles, he serves on the board of the New York State Trial Lawyers and manages two businesses focused on plaintiffs’ settlement planning and lien resolution. Invictus Advisory Services provides discretionary portfolio management and financial planning for individuals, trusts, charities, and estates, with a focus on clients receiving personal injury, wrongful death, or workers’ compensation settlements. The firm emphasizes tailored asset allocations, long-term market exposure, diversification, cost efficiency, and tax considerations, often integrating settlement-related services and coordination with legal professionals.

Annuities Retired Established Professionals
user avatar

Tyler H

Series 66

Buffalo, NY

Paramount Wealth Advisors

Tyler Hartman is a financial advisor at Invictus Advisory Services with two years of industry experience. He holds a Series 66 designation and has prior experience at Equitable Advisors. Outside of his advisory role, he is also employed as a server at D'Avolio Inc. Invictus Advisory Services provides discretionary portfolio management and financial planning primarily for individuals, trusts, charities, and estates, with a focus on clients receiving personal injury, wrongful death, or workers’ compensation settlements. The firm emphasizes long-term market exposure, diversification, and tax efficiency, often managing accounts on a discretionary basis and coordinating closely with legal professionals through affiliated settlement-planning services.

Annuities Retired Established Professionals
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