A complete list of active advisors currently associated with Overlook Park Wealth, LLC
Warmer can help you find a great advisor at Overlook Park Wealth, LLC or one who fits your needs even better.
Overlook Park Wealth, LLC is a single-advisor registered investment adviser that provides discretionary asset management, ongoing financial planning and educational seminars to individual and corporate clients; the firm manages approximately $7.9 million for roughly 74 clients and was founded in 2019. Services include portfolio management, tailored financial planning and public workshops, with account statements delivered by qualified custodians and discretionary trading authority commonly used for managed accounts. The firm bases investment decisions on client objectives, time horizon and risk tolerance, employing methods that include technical analysis, long- and short-term positions, periodic rebalancing and consideration of tax-loss harvesting. OPW implements model portfolios labeled “Optimum” (due diligence partner: Counterpoint Funds), “Power” (due diligence partner: Pacer ETFs) and “High Conviction” themed portfolios (due diligence support from Zacks Equity Research), and it permits client-imposed investment restrictions in writing. A distinguishing operational feature is that the firm’s principal also operates as a licensed insurance agent and devotes about 15% of business time to selling insurance products that generate separate commission compensation; the brochure discloses this arrangement and describes procedures and disclosures intended to mitigate the resulting conflict of interest. Other notable points include a relatively low $5,000 minimum for the themed High Conviction portfolios, complimentary educational seminars, and a practice of leaving proxy voting to clients rather than voting proxies on their behalf.
To learn more about the advisors currently working at Overlook Park Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Humble, TX
| 24
|
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