PARKSTONE WEALTH MANAGEMENT, LLC

Overview

Parkstone Wealth Management, LLC is an independent registered investment adviser that runs a fee model based on a percentage of assets under management. The firm’s advisory work centers on financial planning and portfolio management for individuals, families and small businesses, with institutional clients represented as well. Investment activity shows a clear tilt toward fixed-income management — municipal/state and local bonds are a primary holding — with manager relationships used to supplement core bond positions rather than acting as an internal capital allocator. The adviser does not position itself as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices