Parkview Partners

Parkview Partners Capital Management is an independent, privately-owned investment practice committed to providing active management and advisory services to clients across the United States. Our team boasts more than a century of collective financial advisory experience, bolstered by relationships with global investment research firms. As affiliates of Stratos Wealth Partners, we have access to additional resources, including human, technological, and compliance expertise, enabling us to deliver a high standard of professional service.

Our mission is to unite a tax-efficient, consistent, objective, disciplined, and repeatable wealth management process with a high level of personal service and communication. We strive for utmost integrity, competence, and responsibility in executing our business, always prioritizing clients' best interests as a fiduciary.

Our Services

At Parkview Partners Capital Management, our primary focus is on customizing comprehensive strategies to meet each client's unique financial needs and goals. We work diligently to achieve and exceed your expectations while building and maintaining long-term relationships based on mutual trust and satisfaction.

Our services include:

1. *Investment Management*: We offer tailored investment management solutions, aiming to optimize returns and minimize risk through a disciplined and repeatable process.

2. *Financial Planning*: Our team helps clients create and implement comprehensive financial plans, incorporating retirement planning, estate planning, education planning, and tax planning.

3. *Client Relationship Management*: Our firm prioritizes personal relationships and clear communication, ensuring clients fully understand their investment strategies, risk exposure, and progress toward their goals.

4. *Risk Management*: Recognizing the importance of managing risk, we assist clients in safeguarding their wealth through insurance strategies, including life, long-term care, and disability insurance.

5. *Coordination with Other Professionals*: We collaborate with our clients' accountants, attorneys, and other professionals to ensure seamless integration of their financial plan.

Our Philosophy

At Parkview Partners Capital Management, we pride ourselves on our unwavering commitment to putting clients first. As an independent firm, our only priority is fulfilling our clients' needs and expectations. We are confident that our expertise, dedication, and integrity set us apart in the industry.

Independence does not imply that you should manage your finances alone. With our comprehensive strategies and experienced advisors, you can reclaim your time and focus on the things that truly matter.