Park Wealth Management Services:
Individual Accounts- Available for trading and tax efficient silo.
401k Plans
SEP IRA Plans
Simple IRA Plans
Traditional and Roth IRA Plans
College savings
PWM offers and manages accounts involving single stocks, individual bonds, bond funds, bond ETF's, private equity, derivatives, cryptocurrencies and inverse or buffered ETFS.
All trades are through SCHWAB. Stock, ETF and mutual fund trades are $0.00.
Park Wealth Management is partnered with TD Ameritrade and is a fee only registered investment advisor (RIA). All stocks, ETFs and leveraged securities are commission free.