Parkway Wealth Management Group, LLC

Parkway Wealth Management Group is a registered investment adviser that manages roughly $1.09 billion in discretionary assets and serves individuals, high‑net‑worth clients, trusts, estates, pension and profit‑sharing plans, charitable entities, small businesses and other institutional investors. The firm offers portfolio management, comprehensive financial planning, a wrap‑fee Parkway Management Program, 401(k) plan advisory and ad hoc financial consulting services.

Parkway implements diversified, multi‑asset strategies using equities, fixed income, mutual funds, ETFs, annuity sub‑accounts and alternative investments, and offers both firm‑developed models and third‑party model managers (including BlackRock, Vanguard, State Street and Raymond James Freedom). Financial Advisors typically manage accounts on a discretionary basis, tailor asset allocation to client objectives and risk tolerance, and provide ongoing reviews and the option of separate financial planning engagements.

The brochure identifies several features that distinguish Parkway from many multi‑team peers: some advisors also maintain broker‑dealer registration with Cabot Lodge Securities and certain representatives are licensed to sell insurance, arrangements that can result in commissions or other brokerage compensation in addition to advisory fees. Parkway also provides institutional retirement‑plan services through a sub‑advisory relationship with Institutional Fiduciary Solutions and participates in Raymond James’ institutional platform—relationships the firm discloses and describes as potential sources of conflicts of interest it manages.