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 honored to be recognized as a Forbes Best-in-State Wealth Management Team in 2024.

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.

Social Media

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Want to help raise money-savvy adults? Reach out to me for financial education resources for youth, teens and young adults.

Did you know that scams are rampant in the U.S. during the holiday season? It pays to keep an eye on credit card statements and shipping notifications, as well as keeping a healthy dose of skepticism about deals that seem too good to be real.

Happy Thanksgiving everyone! May you have much to be grateful for today.

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

The White House

Pondering a U.S. policy potpourri

How can investors separate the policy changes that are likely to really matter for the economy from those that get a lot of press but may not have the most traction?

Read more