At the Park Cities Group, financial planning is at the core of everything we do. We start with listening and understanding your specific life goals. Whether you need investment advice, life insurance, or help making important financial decisions; we can help. A life well planned…is a life well lived – we look forward to developing, Your Plan For Life™Contact Us
We will always treat you with respect and will be proactive. We will always consider managing your wealth as our profound responsibility.
In 1962, Bob James set out to build a different kind of financial services firm. In the years since, that firm has grown to become a leader in its industry, dedicated to and driven by a focus on independence, integrity, conservative risk management, and always putting clients first.
Park Cities Group, in conjunction with Steward Partners Global Advisory, selected Raymond James as a custodian and platform provider given their strong commitment to best-in-class technology and deep reserve of human intellectual capital. Backed by their world-class resources and cultural alignment, we are able to fulfill our mission to serve select, ultra-wealthy clients with the core tenets of integrity and trust.
Our relationship with Raymond James allows us to consistently and conscientiously put you and your goals at the forefront of our work.
Our affiliation with Raymond James is an important part of how we serve our clients. Raymond James is one of the largest independent financial services firms in America, and helps support our business by providing access to leading investment research; surrounding our team with experts on a broad range of financial disciplines; offering operational and trading support to our team and clients; and enabling us to access market-leading technologies.
As a Registered Investment Advisor (RIA), Steward Partners Global Advisory and the Park Cities Group act as a fiduciary to our advisory clients. This means that we have fundamental obligation to act in the best interests of our clients and to provide investment advice in our clients’ best interests. As Fiduciaries, we owe our clients a duty of undivided loyalty and utmost good faith. We do not engage in activities in conflict with the interest of any client, and take steps reasonably necessary to fulfill our obligations.**
*As of 09/30/2020
The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock