WHO WE ARE

 

Parkview Partners Capital Management is an independent and privately-owned wealth management firm providing service to high to ultra-high net worth clients throughout the United States. The firm consists of senior investment professionals with over a century of collective experience in the financial advisory industry.  Parkview Partners is aligned with Stratos Wealth Partners, a nationally recognized wealth management firm that is a rich resource for us, by providing additional depth of human, technological and professional expertise. This alliance provides us the additional resources, time and means to provide you, our clients, with the highest level of professional service.

The vision for Parkview Partners is to unite a tax-efficient, consistent, objective, disciplined and repeatable wealth management process with the highest level of personal service and communication. Our only focus is on high to ultra-high net worth clients (individuals, families, foundations, endowments, and profit sharing plans).

In creating a differentiated and disciplined counseling business, we execute our obligations with the utmost integrity, competence and responsibility that one would expect from a fiduciary. Our performance and accountability in working toward your customized financial objectives is the key to the success and sustainability of our firm.

The bottom line? The unified team of professionals at Parkview Partners Capital Management are committed to working toward meeting the various needs and expectations of our clients. Our independence (our owners are our employees) allows us to focus entirely on our clients' goals and, in doing so, to build and retain long-term relationships through customized comprehensive wealth management strategies.