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.

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.

Park Place Investment Group utilizes a team-based approach, offering comprehensive 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 meets your dreams, goals and objectives.

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 and 2023 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!

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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Wishing you a peaceful and meaningful Yom Kippur.

Did you know this about money management? If you want to take advantage of the rapid growth of artificial intelligence and invest in AI technology, we can help. Contact me to learn more.

Did you know this about money management? If you’re interested in sustainable investing, we’re experienced in helping align your investments with your values. Contact me to learn more.

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.

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. 

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