Who We Are
At Park Cities Group, we’ve been helping successful people achieve true financial independence for more than 20 years. We understand that you have worked hard to accomplish what you have, and we are passionate about helping you manage every aspect of your wealth so you can experience the ultimate freedom of living life focused on what matters most.
Our Difference
Comprehensive resources
for complex wealth
We are an independent firm supported by world-class alliances and resources.
A modern approach
to wealth management
We coordinate every aspect of your financial world to help simplify your life.
A proactive process aligned
with your personal goals
We help you take the right steps to accomplish your vision of a great life.
Highly specialized
and intentionally boutique
We offer elite service to a select group of families with complex financial needs.
Our Mission
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. At Park Cities Group, we have the experience, knowledge, and tools needed to help you create and execute a financial plan that works best for you.
Our Vision
We are passionate about helping our clients achieve their hopes and dreams. Our greatest satisfaction comes from knowing that we have made a difference in someone’s life. We strive to be trusted advisors and friends because we know that if we can help you develop a financial plan, it will help enhance your life in retirement.
Our Team
Our Alliances
To best serve your needs, we’ve aligned our practice with some of the top financial firms in the nation. These carefully chosen strategic partnerships provide us with access to world-class planning resources, innovative technology solutions, and highly specialized expertise. By combining the capabilities of our partners with the personal attention of our boutique firm, we are able to provide you with a truly exceptional wealth management experience.
For our private clients, we utilize Raymond James as the custodian.
We utilize Pershing as the custodian for our institutional investors.
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For clients with over $50M to invest, we utilize Charles Schwab for their alternative investment options.