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Wealth Planning Network

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At Wealth Planning Network, our mission is to provide our affluent and ultra-affluent clientele a holistic family office experience, where we combine and leverage our unique expertise in the areas of investment management, estate and income tax minimization, asset protection, and charitable giving strategies to enhance, preserve, and protect family estates for generations to come. Our private banking, insurance carrier, attorney, and CPA partnerships provide our clients with multiple levels of financial resources to meet our clients’ unique goals and objectives.  In addition, our sister company, Parkview Asset Management, is our Registered Investment Advisory firm who custodies our clients’ assets under Fidelity Investments.  In aggregate, we oversee over $600 million in assets and over $100 million in lending for our 250 HNW and Ultra HNW clients.  In addition, we manage over $1 billion in life insurance death benefit for our clients.

Building lasting and meaningful relationships with our clients is something we pride ourselves on, and we hope that you will become part of our team to service our clients as enthusiastically as we do.

 

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