Park Wealth Management

Overview

Park Wealth Management is an independent, individually owned registered investment adviser that focuses on serving individuals and families. The firm offers financial planning and portfolio management for individual clients and small businesses, charging fees based on a percentage of assets under management and hourly billing for certain services. Park Wealth Management does not identify as an active ESG investor and is not organized as a multi-state adviser. The firm maintains a professional affiliation with accountants, which appears tied to its client service model and referral network. Its business footprint is small and direct, oriented toward hands-on advisory relationships rather than institutional or large-scale capital allocation.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices