Park Place Wealth Advisors, Inc

Park Place Wealth Advisors serves individual investors (including high-net-worth clients) and business entities, offering asset management through a Wealth Management Platform sponsored by VISION2020, written financial planning (comprehensive and single-issue), ongoing consulting, and referrals to third‑party asset managers. The firm discloses it conducts occasional seminars and provides reporting through custodians; as of February 6, 2026 it reported managing approximately $63.4 million on a non‑discretionary basis.

The firm’s investment process draws on multiple methods of analysis — fundamental, technical/charting, and cyclical approaches — and constructs diversified portfolios that may include mutual funds, ETFs, bonds, equities, variable annuities, REITs and insurance products. Accounts are typically managed on a non‑discretionary basis (clients are contacted to approve trades), and the firm uses investment policy statements, periodic reviews and custodian reporting to monitor and rebalance portfolios.

Noteworthy for a firm of this size, its advisory representatives also operate in broker‑dealer and insurance capacities and the firm implements client trading through an affiliated wrap‑fee program (VISION2020) with an introducing broker‑dealer relationship to Osaic and clearing through Pershing and/or Schwab. These multi‑role arrangements — including the presence of a licensed real estate agent among its representatives and the potential for commissions or referral compensation on insurance or real estate transactions — are disclosed in the brochure and can create conflicts of interest that the firm says it manages through disclosure and separate recordkeeping.