How We Help

You’ve worked hard to attain the wealth that you have, and we are passionate about helping you grow, manage, and protect it so you can experience true financial independence and freedom. As we begin our partnership, we’ll look at every aspect of your financial life from a 360-degree perspective, and we’ll dive deep into your hopes, dreams, and what keeps you awake at night before we ever make a single recommendation.

Once we understand where you are now and what matters most to you in life, we’ll thoroughly evaluate all your opportunities and help you make wise decisions to align your wealth with your values and goals.

Clients We Serve

We partner with successful business owners, professionals, and retirees, guiding them to financial independence by aligning their wealth with their values and goals. We also have a unique area of our practice called Money in Transition (MIT), where we help people who are going through a job transition make wise financial decisions during their season of significant life change.

Our clients often have complex financial needs, and they value our long-term partnership and the big-picture perspective we take. They have financial confidence, knowing we are proactively managing their wealth and helping them stay on track through every season of life.

Planning Process

Planning is at the heart of everything we do and drives our approach to wealth management. Whether you are looking to put your kids through school, change your career, buy a vacation home, or transition into retirement, we believe that every financial decision should stem from a detailed plan that’s designed to help you achieve financial independence and accomplish your goals.

Discovery

  • Understand your financial goals, challenges, and preferences
  • Gather Data

Planning

  • Develop a personalized financial plan through our proprietary process
  • Facilitate open dialogues with your accountant and attorney, if required
  • Design an investment portfolio

Implementation

  • Initiate your financial plan
  • Phase in the investment recommendations
  • Create a schedule for briefings and reviews
  • Enroll in selected services
  • Review forthcoming client statements

Monitoring

  • Evaluate progress according to your plan
  • Adjust the plan and investments when needed
  • Inform you, your accountant and your attorney of notable developments
  • Help you navigate timely options and opportunities

Investment Philosophy

Our team is passionate about developing discretionary portfolios that are carefully designed to help meet your individual needs. We believe in an active investment management approach, taking a strategic view for the long term while recommending tactical changes to help minimize risks and capture opportunities in the short term. Our customized portfolios, along with our detailed financial plans, seek to enhance your probability of success and financial independence.

Beliefs...

We believe that what you keep is more important than what you make, so we design portfolios to be tax efficient.

Research...

We research extensively—analyzing numerous sources of information available before forming opinions on the markets or investments.

Management...

We manage portfolios actively yet tax efficiently, building portfolios with the securities, strategies and managers we believe will best meet your distinct goals.

Transparency...

We work transparently—helping you stay informed about what’s going on with the market and with each investment, so you can become a better investor over time.

Services Beyond Planning

At Park Cities Group, we offer a truly comprehensive approach to wealth management, providing a full suite of services that goes beyond traditional investments and portfolio management. We coordinate the big picture of your wealth, ensuring your CPAs, attorneys, and other professionals are all on the same page and working together to take care of you.

Some of Our Services Include:

Financial Services

Finances
  • Investment management
  • Financial planning
  • Structured notes & alternatives
  • Education Planning
Insurance
  • Life insurance
  • Annuities
  • Disability and long-term care
Banking*
  • Cash management strategies
  • Lending Solutions
Business
  • Coordinate with accountants and attorneys
  • Liquidity event planning
  • Retirement plans
    • Solo 401(k), SEP IRA, Cash Balance Plan

Retirement Services

  • Retirement cash flow / income
  • Pension analysis / review
  • Social Security Strategies
  • IRA contributions / Roth conversions
  • Required minimum distributions
  • Sequencing of distributions
  • Small business retirement plans

Money in Transition (MIT)

  • Financial strategies during a layoff
  • Executive transition planning
  • Workplace financial strategies

Wealth Transfer and Charitable Giving

  • Trust services
  • Donor advised funds
  • Estate planning strategies
  • Family governance meetings
  • Succession planning

*Steward Partners Investment Solutions, LLC, Member SIPC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Steward Partners Investment Solutions, LLC, has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.

Investment, insurance and annuity products offered through Steward Partners Investment Solutions, LLC, Member SIPC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY.