About Us

Park Avenue Wealth Management, LLC is an independent wealth planning firm dedicated to building long term, trusting relationships and providing unbiased advice and world-class service.

At Park Avenue, we specialize in wealth management for clients seeking help to increase and protect their wealth. Supported by Investorside research and advanced technology, Park Avenue seeks to set a higher standard for personalized wealth management.

Do you trust your current financial planner? We pride ourselves with the trusting relationships and strong bonds we develop with our clients. By focusing on and embracing our clients’ goals, we are able to develop an intimate relationship with them and ultimately help them follow through with achieving their goals and objectives.

Are you frustrated with paying high commissions or surrender charges on your investments? Park Avenue utilizes fee-based plans.  While working with us, there is no up-front “haircut” commission or penalty for changing of investment strategy, although nominal transaction fees may apply. You no longer need to worry if the advice you receive is in your best interest or your planner’s best interest.

Are you angry because you are unsure if you are receiving truly unbaised advice? As independent, unbaised financial consultants, we have the ability to recommend the investment option and planning strategy that we believe is ideal for each individual client. We are not bound by any single insurance or investment company. Rather, we have the opportunity to select from a large variety of investments.

Have you been overwhelmingly happy with the service you receive from your current financial planner? Some companies have great sales pitches or promotions only to have horrible service once you are customer. Park Avenue is committed to providing World-Class service - our goal is to provide the best customer services experience you have ever received from any company. Feed back from clients indicates if they are tremendously pleased with our ongoing customer service.

The Financial Professionals of Park Avenue Wealth Management are regarded as specialists in their field. In addition, they hold certifications in financial planning. Park Avenue Wealth Management has also participates in the program entitled INVEST IN OTHERS, a program giving back to the community.

For the benefit and protection of our existing clients, Park Avenue Wealth Management only takes on a limited number of new clients per year. If you think the services Park Avenue Wealth Management offers matches what you are looking for, please call today at 734-432-1966.