About PARKSHORE WEALTH MANAGEMENT
PARKSHORE WEALTH MANAGEMENT is a financial services firm that provides personalized wealth management solutions to its clients. With a team of experienced and knowledgeable advisors, PARKSHORE WEALTH MANAGEMENT is able to offer comprehensive financial planning and investment management services.
How does the advisor help clients – Key Takeaways:
When working with clients, PARKSHORE WEALTH MANAGEMENT focuses on understanding their unique financial goals and developing customized strategies to help them achieve success. Their personalized approach and expertise in wealth management make them a valuable resource for clients looking to build and preserve their wealth.
Facts and Insights
According to publicly available data, PARKSHORE WEALTH MANAGEMENT has over $500 million in Assets Under Management (AUM), boasts a team of 5 dedicated financial advisors, and has been in business for over 10 years.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 10+ years |
Financial Services Offered
PARKSHORE WEALTH MANAGEMENT offers a range of financial services to help clients effectively manage their wealth. These services include financial planning, investment management, retirement planning, estate planning, tax planning, and risk management.
Client Types
PARKSHORE WEALTH MANAGEMENT works with a diverse clientele, including high-net-worth individuals, families, business owners, and professionals. Their client base also includes retirees, pre-retirees, and individuals who have recently experienced a significant financial event such as inheritance or sale of a business.
Fees & Compensation
As a fee-based firm, PARKSHORE WEALTH MANAGEMENT charges a percentage of AUM for their investment management services. This fee structure aligns their interests with those of their clients and allows for a transparent and fair compensation model.
Background
PARKSHORE WEALTH MANAGEMENT was founded by experienced financial professionals who wanted to provide high-quality financial services to individuals and families. Their team of advisors holds various industry qualifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA) designations.
Financial Advisor Disclosures to Know
As a registered investment advisor, PARKSHORE WEALTH MANAGEMENT is subject to certain regulations and disclosures. Clients can find important information about the firm’s services, fees, and potential conflicts of interest in their Form ADV, which is publicly available on the Securities and Exchange Commission’s website.