We take a collaborative, personalized approach to wealth planning. Our multi-generational team works closely with clients, accountants, and estate planning professionals to deliver strategies tailored to your life and legacy. Whether you are planning for retirement, managing generational wealth, or navigating major transitions, we are here to help you move forward with clarity and confidence.
At Park Place Investment Group, we believe that true wealth planning extends beyond numbers — it encompasses people, families and legacies. As a multi-generational team, we bring a depth of perspective and continuity to address the evolving needs of each generation. From guiding first-time investors to stewarding established family wealth, we take the time to understand your values and long-term vision, helping ensure they are preserved and carried forward for generations to come.
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.
At Park Place Investment Group we are very proud that Financial Advisor Marc Coopersmith has received these prestigious industry awards. 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!
Marc Coopersmith
Park Place Investment Group was also named a Forbes Best-In-State Wealth Management Team in 2024 & 2025.
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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.
Worried about outliving your savings? Learn how annuities can provide guaranteed income and stability in your wealth plan
