Overlook Park Wealth, LLC

The firm provides discretionary asset management and financial planning to individuals and corporations, delivering ongoing portfolio management, tailored investment programs, and educational seminars and workshops. Client objectives, time horizons, and risk tolerances are documented and incorporated into individualized investment strategies, and clients may impose written restrictions on certain securities.

Portfolios are managed on a discretionary basis using methods that include technical analysis and a mix of long‑ and short‑term strategies, with quarterly reviews and monthly custodian statements. The firm offers multiple model suites — including core and themed “High Conviction” portfolios — and uses third‑party due diligence partners (Counterpoint, Pacer ETFs, and Zacks Equity Research) to support portfolio construction.

A distinctive feature is the firm principal’s affiliated insurance practice, to which roughly 15% of their time is devoted; insurance products may be offered to clients for which the principal receives typical commission compensation, a relationship disclosed in the brochure and addressed through conflicts‑of‑interest procedures and fiduciary obligations. For a solo independent adviser, the combination of external due‑diligence partnerships, lower‑minimum themed portfolios, and an explicit policy that proxies are voted by clients rather than the firm are notable operational characteristics.