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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Summer’s here and it’s a good time to check in on mid-year financial goals, make necessary adjustments and eliminate unproductive debt from your finances. Schedule a call and let’s review your goals together.

Did you know, financial freedom means different things to each person? What does it mean to you? Let’s talk today to set you on course for achieving your financial goals.

Is the cost of college keeping you or your loved ones awake at night? Contact me for college funding and saving resources designed for parents, young adults and teens.

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

Mountain reflection in water

Water: A key investable theme of 2024

How does water fit into an investment portfolio? Learn why this key theme continues to stand out for investors.

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