With Park, you’ll get more
Your wealth signifies more than just dollars – it represents your life’s story. A culmination of your hard work, aspirations, and dreams. Our extraordinary team of wealth advisors are dedicated to guiding you as you pursue the life you’ve always imagined – and more. More sunrises, more joyrides, more sand between your toes, and more thrilling adventures.
Let our team of financial experts help you unlock the full potential of your wealth and secure a future filled with endless possibilities for you and your loved ones. Are you ready to get more from your wealth?
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.
INVESTMENT MANAGEMENT
You’ll have access to seasoned professionals who can help you build a personalized plan to grow your wealth and help you meet your financial goals.
FINANCIAL PLANNING
Money matters are personal, and our wealth advisors can help you take the crucial step toward building a financial plan that gives you the confidence to make informed decisions about your financial future.
TRUSTS
Establishing a trust is a strategic way to ensure your assets are distributed according to your wishes while providing for your loved ones. Our advisors will guide you through the process, giving you peace of mind in your financial legacy.
A trusted partner
We are your neighbors, living and working in the communities we serve. Your family becomes our family, and we treat your goals and dreams like our own. Building your retirement plan is not just a business transaction – it’s a deeply personal process. One that requires care and expertise – not a cookie-cutter approach. Our team of local advisors are easy to reach and eager to help you with all of your financial needs.
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