PARK WEALTH MANAGEMENT

Overview

Park Wealth Management is an independent RIA that serves individual and family clients with a focus on discretionary equity management and financial planning. The firm combines fee-based portfolio management with hourly planning work, and it positions equities — primarily exchange-traded vehicles — at the center of client portfolios. Park Wealth Management does not identify as an ESG investor and concentrates its advisory activities on financial planning and portfolio management for individuals and small businesses. The firm reports an accountant among its industry affiliations, which suggests coordination with tax and accounting professionals as part of client service. Investment implementation emphasizes liquid, exchange-traded exposures for core allocation and portfolio construction. The firm reports a preference for equities and uses third-party products to fill out asset mixes where needed. While most assets sit in publicly traded equities and ETFs, Park Wealth Management also allocates selectively to alternatives and insurance products when appropriate to a client’s objectives and eligibility.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices