Park Wealth Management

Park Wealth Management serves primarily individual, non‑high‑net‑worth clients, managing roughly 63 client relationships with about $10.8 million in assets under management through a single‑advisor structure. The firm provides fee‑based portfolio management and financial planning, with trading, custody and reporting handled by a third‑party administrator.

Portfolios are constructed from no‑load or load‑waived mutual funds, ETFs and, when appropriate, individual securities using model asset allocations selected for category purity, manager track record and expense considerations; clients receive an Investment Policy Statement and periodic reviews with rebalancing as needed. The adviser typically operates with discretionary authority, implements investment models through the TPA, and leaves proxy‑voting responsibility with clients.

A notable feature is the firm’s affiliation with an accounting and tax practice and an adviser who holds accounting credentials and professional financial planning designations, allowing integration of tax and accounting work with investment advice while disclosing potential conflicts. Unlike many supported peers, the firm’s client base is concentrated among non‑HNW individuals and the sole adviser allocates material time to outside accounting and real‑estate activities, which affects how supervisory and operational responsibilities are managed.