Maximize your financial outcomes
Your life savings represents years of sacrifice, planning, and hard work. So, if you want to grow it, you’ll need experts who can tailor an investment plan based on where you’ve been, where you want to go, and how you want to live.
As fiduciaries, we act in your best interest to execute the framework we’ve established together. Our investment approach is focused on providing you with a partnership that you can count on. While you’re out living your life, we’re carefully watching your investments and making disciplined decisions. So go play with the grandkids. Take a cooking class. Go on that cruise you know you deserve. We’ll take it from here.
We’re experts at investment management, so you don’t have to be.
- You’ll get a diversified portfolio of mutual funds, stocks and bonds to help minimize risk
- You’ll get a tailored investment plan built to fit your individual goals
- You’ll get free reviews and consultations of your financial situation at any time
Talk with a local Park wealth advisor today.
It doesn’t cost anything to talk about ideas, discuss options, get our unbiased opinion, or just review your current financial situation.
You have dreams. We have plans to make them happen. Schedule your free financial review now.
Work with a Park wealth advisor
With Park National Bank Wealth Management, you’ll work closely with a dedicated advisor to help you create a personalized financial plan.
While your advisor will be your partner in planning, you’ll have access to an experienced team with the knowledge and insights to help make your strategy work for you.
Investment minimum: $150,000
Explore more »Invest with less – grow with confidence
Getting started with investing doesn’t have to be overwhelming. Polaris Investments offers a simple way to build your portfolio, even with a smaller balance. Plus, you’ll have a dedicated financial advisor, personal investor portal, and goal-based portfolio.
With no investment minimum, Polaris is designed for investors who want a flexible way to grow their wealth with expert guidance.
Investment range: $0 – $149,999
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Your vision, our expertise
We take a deliberate, long-term approach to investing. It’s not about trying to time the market or take unnecessary risk. Our goal is simply to help you achieve yours, and that means maximizing opportunities and minimizing risks to meet your needs.
Our investment professionals have a legal obligation to put each client’s needs ahead of the bank’s performance goals and their individual aspirations. We take this responsibility seriously and use it to guide us in every relationship. As your fiduciary, you can be confident we are acting in your best interest. We want you to have the best possible outcome and we will work hard to find that solution for you.
Building your financial plan
You’ll receive a detailed, highly personalized financial plan built with the guidance of experienced advisors using a sophisticated, goals-based financial planning tool.
- View your financial plan at a glance
- Test retirement scenarios in the Play Zone®
- Collaborate with your planner as goals, needs and concerns change
- Get recommendations for next steps
Additional Wealth Management Services
Retirement Planning
Navigate retirement with confidence. Partner with an experienced ally to help you retire in style.
Trust Services
Protect what matters most. Safeguard your legacy, now and for generations to come.
Estate Planning & Settlement
Make plans for your estate and leave them in good hands.
Custody, Escrow, & Guardianship
Manage your assets with a trusted partner, for now and for what’s next.
Our clients say it best
“We look at our Park 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., Investment Client