Our Extensive Experience
For more than 20 years, we’ve been helping successful people grow, manage, and protect their wealth. We have effectively guided clients through various market cycles including the tech bubble, the Great Recession, and the pandemic, so you can rest assured that no matter what the future holds, we’re well equipped to see you through it.
Our Specialized Knowledge
As fiduciaries to our advisory clients, we prioritize lifelong learning and the ongoing pursuit of professional growth, allowing us to deliver comprehensive planning services to support your best interests. We stay deeply attuned to industry news, market trends, and regulatory changes, helping to ensure you receive strategic guidance and support through every phase of life.
Our Personal Approach
We combine a professional prudent process with personalized service—treating you as part of our family. We strive to be your trusted advisors and friends, and we are deeply committed to helping you achieve your goals. Our greatest satisfaction comes from knowing that we have made a significant difference in your life.
The Park Cities Difference
- I Our Extensive Experience
- II Our Specialized Knowledge
- III Our Personal Approach
As Seen In
Financial Planning
Planning is at the core of everything we do. Whether you are putting your kids through school, changing your career, going on a dream vacation, looking to retire, or all the above, a well-orchestrated plan can help you accomplish your goals with confidence.
Co-founder Jason Bottenfield leads our financial planning team and is a CERTIFIED FINANCIAL PLANNER® professional. The CFP® designation is widely regarded as the highest standard of excellence in the financial planning profession because of the extensive training requirements and the rigorous ethical standards designees are held to.
Investment Management
We help you design and manage discretionary portfolios to help meet your distinct goals. We believe in active management, taking a strategic view for the long term and recommending tactical changes to help reduce risks and capture opportunities in the short term.
Co-founder Brett Diamond leads our investment team and utilizes over two decades of experience to determine the appropriate mix of traditional and non-traditional investments. Having successfully seen clients through a number of market cycles, including the tech bubble and the Great Recession, he is well equipped to help you stay on track.
Our Fiduciary Standard
Placing our advisory client's best interest above all else
Independent
We have an independent basis for investment and financial planning recommendations.
Tailored
We provide advice that is aligned with your needs, goals, objectives and personal circumstances.
Faithful
We are loyal to you and act in good faith with care, skill, prudence, and diligence.
Transparent
We make full and fair disclosures of all material facts, including potential conflicts of interest.