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Get more from
your investments

You've earned it!

 

You deserve more.

Years of hard work and dedication have led you here, and soon it will be time to enjoy it. We can help ensure you have everything you need to do more of what you love most, with those you love most.

MORE EXPERIENCE

You’ll have access to seasoned professionals with expertise in wealth management and financial planning.

MORE PERSONAL

You’ll receive a detailed, highly personalized financial plan designed to meet your goals and evolving needs.

MORE DEPENDABLE

As fiduciaries, we are required to act in your best interest to execute the strategies we’ve established together.

Our clients say it best

“We look at our Park wealth advisors like they are family. Families help advise one other. They help with making decisions through the good and the bad. You rely on them for the wisdom to help make the right decisions. And Park has been advising my family for generations.”

— Larry L., Wealth Management Client

“Our advisors return calls and emails quickly. They empathize when we have concerns, and they’ve given good advice while ultimately leaving the decision in our hands. The genuine personal touch means a lot and gives us a strong sense of security. It’s what you’d expect from a bank so deeply rooted in the community.”

— Sam & Paula B., Personal Retirement Clients

“They taught me how my money could work for me. They never treated me less than I am. They understood I needed to start from square one and they took pride in helping me grow as a person. Whether I had a million dollars or just five, they would have treated me the same way.”

— Cathy T., Wealth Management Client