Welcome to Park Place Investment Group

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. 

Your multi-generational wealth management team

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. 

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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You don’t have to navigate market swings alone. My commitment to thoughtful, long-term strategies means you can move forward with confidence, no matter what. Stability, experience and having your best interests at heart is my promise. Message me for help.

Remembering the fallen on Memorial Day, who so bravely protected our freedom.

Did you know setting aside savings for a summer getaway is a common financial goal? Despite this, surveys have shown that many still rely on credit cards to pay for the expenses. Let’s brainstorm sustainable ideas to save for travel expenses!

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.

Proud to work with a nationally recognized teammate

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 

  • Forbes Best-In-State Wealth Advisor award 2022,2023,2024,2025
  • Advisor Hub-Advisors to Watch award in 2022 and 2023.

We are also proud to be a national award-winning team

Park Place Investment Group was also named a Forbes Best-In-State Wealth Management Team in 2024 & 2025.

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

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Think you're too late for a 529 plan? Think again

A 529 savings plan may be an effective tool to build a tuition nest egg, even if your child is starting college soon.

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