Welcome to Park Place Investment Group

We utilize a team-based approach, offering customized wealth planning. We work seamlessly with clients, accountants, estate planning attorneys and other outside professionals. Our sole objective is to help create an individualized investment plan that helps meet your dreams, goals and objectives.

Your wealth management team

A good wealth management team must know how to listen, not just to the words, but to the sentiment behind them. Often times the financial futures of families are entrusted to us, and there is nothing more important than making sure we have listened well enough to truly understand your current situation, future, feelings and family dynamics.

Proud to work with a nationally recognized teammate

At Park Place Investment Group, we are very proud that Financial Advisor Marc Coopersmith has received the Forbes Best-in-State Wealth Advisor award in 2022, 2023, 2024 and Advisor Hub - Advisors to Watch award in 2022 and 2023. It’s an honor to have a teammate nationally recognized as one of the best in the industry—because it means we are serving our clients well. Congratulations, Marc!

We are also proud to be recognized by Forbes in 2024 and 2025 as a Best-in-State Wealth Management Team. 

Wealth planning is more than just the numbers

The journey of life and financial security are interwoven. We listen to understand your unique story and help you navigate your financial situation, so you can pursue building and living the life of your dreams.

Take control of health care in retirement

No matter what you want your money to help you accomplish in life, planning for health care expenses in retirement is essential. Download Taking Control of Health Care in Retirement to learn more about the steps we can take together to help you prepare for a long, happy—and healthy—retirement.

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FUD — fear, uncertainty, doubt — is running rampant these days, but that doesn’t mean retirement savers need to react. Here is why it pays to stay the course.

Trump to Tariffs: How Retirees Can Manage Market Turmoil

Market swings and economic uncertainty can be challenging for retirees, but maintaining a long-term perspective is key. Michael Schuette of RBC Wealth Management emphasizes the importance of sticking to a well-structured investment plan rather than making reactive moves based on short-term market fluctuations. Read more about his thoughts about managing market uncertainty in retirement in Kiplinger. #RetirementPlanning #WealthManagement

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Did you know nearly half of primary household earners are women? Women wield incredible economic power and are inclined to use it for good; two-thirds believe they can address social issues through impact investing according to a survey sponsored by RBC Wealth Management.

Want to make sure you're on track financially for the future? Reach out to explore financial empowerment tools available for every age group, including “Money matters for young professionals” https://docs.rbcwealthmanagement.com/us/68599-Wealth-Insights-Young-Professionals-Brochure.pdf

Take the next step

Whether you're a current client who would like to review your portfolio, a prospective client that would like to learn more about our approach, or an advisor who wants to join an industry leader, we want to hear from you. Please click contact us to set up a meeting.

Meet the team

Learn more about us. 

Gain financial flexibility

Be prepared for many of your financing needs by opening an RBC Credit Access Line. With no cost to set up, no ongoing fees, competitive interest rates and favorable terms, it may be a practical tool to help accomplish your immediate and long-term goals. Contact us today to explore this potentially untapped source of opportunity. 

Latest Insights

Boy with Down syndrome laughing with mother

Family members with special needs: How to plan for their financial well-being

Securing the long-term future of a loved one with a disability or medical condition requires expert guidance and personalized planning.

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