PARK WEALTH MANAGEMENT, LLC

Overview

Park Wealth Management, LLC is a small, independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves primarily individual and family clients and offers financial planning and portfolio management for individuals, small businesses and business/institutional clients. Its fee structure is flexible — charging a percentage of AUM as well as hourly and fixed fees depending on the engagement. Investment activity centers on equity-focused, exchange-traded strategies. The firm favors liquid, tradable vehicles and manages client relationships on a discretionary basis. It does not identify as an active ESG investor and is not structured as a multi-state adviser. Advisory services are centered on ongoing planning and discretionary portfolio oversight rather than pension consulting or multi-adviser capital allocation.

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Location & Offices