PARKWAY WEALTH MANAGEMENT GROUP, LLC

Overview

Parkway Wealth Management Group, LLC is an independent registered investment adviser structured as a limited liability company and controlled by an individual owner. The firm serves both individual and family clients as well as institutional relationships, delivering financial planning and portfolio management for individuals, small businesses and larger business or institutional accounts. Parkway operates as a capital allocator: it constructs portfolios in-house and selects external managers where appropriate. Its revenue model mixes asset‑based fees with fixed fees, and the firm also maintains broker‑dealer registration and insurance brokerage capabilities, enabling it to offer brokerage‑sourced solutions and annuity products alongside advisory programs. Investment activity centers on core public funds and mutual fund vehicles for the bulk of client assets, while Parkway supplements those exposures with externally managed alternative strategies. The firm does not position itself as an ESG‑driven investor and is not registered as a multi‑state adviser or pension consultant. Services include ongoing portfolio management, financial planning, and the selection and oversight of third‑party advisers and managers.

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