PARK PLACE WEALTH ADVISORS

Park Place Wealth Advisors is a full service financial consulting company. We are a family business specializing in Estate Planning, Retirement Planning, Long Term Care Planning, Insurance, Corporate Qualified and Non-Qualified Retirement Plans (Rollover and Individual), Educational Funding (529 Plans), and Charitable Planning... In addition to comprehensive planning, we provide full service financial products with securities offered through Osaic Wealth, Inc... Initially we work to enrich the lives of our clients by first determining your mission, vision and goals. Once there is an understanding in these areas, we then help define what tactics, products or tools best help to accomplish an optimization of your wealth. We provide integrated wealth management, with independent advice to help reduce potential emotional swings of investing.

Also known as: Park Place Wealth, Park Place Wealth Advisors, Inc.

Primary location: Orinda United States