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.

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Fall is here, and that means falling leaves, cooler weather and, for many of us, returning to school or work. Wishing you a happy fall season filled with purpose and meaning.

Did you know retirement planning can be a complex topic? Rules change as quickly as the market changes. We can help you navigate your family’s finances and retirement savings. Let's connect to discuss a tailored plan.

It shouldn't be hard to talk about money. Contact me for financial education resources about talking finances and wealth planning with your loved ones.

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

Advisor and client talking

Credit where credit is due?

Despite signs of a slowing economy, corporate bond issuance kicked off the month at a record pace. We look at how the market has absorbed the new debt and what factors are likely to drive bond performance ahead.

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