Park Wealth Management

The firm provides investment management and financial planning primarily to individual clients and small businesses, using portfolios composed of no‑load or load‑waived mutual funds, ETFs, and, where appropriate, individual securities or annuity sub‑accounts. Services include client profiling, preparation of an investment policy statement, ongoing monitoring and rebalancing, and delivery of quarterly statements and performance reports through a third‑party administrator; advisory fees are charged as a percentage of assets.

Investment selection and portfolio construction are model‑driven and emphasize screening for fund size, category purity, verifiable track records, competitive performance, and reasonable expenses, with monitoring supported by sources such as Morningstar and Interactive Data. Clients complete a Client Profile Questionnaire to establish objectives and risk tolerance, the firm typically receives discretionary trading authority to implement the models, and fee invoices disclose the calculation and custodian information concurrently with billing.

This practice operates as a solo advisory office with one key professional while also being affiliated with a separate accounting practice — the principal is the 100% owner of a CPA firm and discloses spending about 45% of his time on accounting activities and 5% on a separate commercial real estate venture. The combination of a small, solo adviser setup, explicit CPA affiliation and outside business activities, and documented procedures for addressing potential conflicts distinguishes the firm from larger supported peers.