The Park Cities Group at Morgan Stanley

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The Park Cities Group

OUR MISSION STATEMENT

Excellence in family wealth planning for your family’s unique goals

Our Story and Services

Our Story

At The Park Cities Group, our financial planners assist people when they need it the most—during life’s major transitions. During these transitions we believe there is no substitute for professional financial counsel that is reasoned, rational, and scrupulously objective. Many of our clients have already achieved financial independence and are looking forward to the next phase of their life. We help them complete their journey by taking a holistic view of their finances and developing customized strategies that go far beyond investing. Their comprehensive financial plans encompass cash flow and debt management, risk management, estate planning, and a variety of other topics specific to their situation. Our distinctive process adds clarification to even the blurriest of financial pictures and enables them to proceed toward their objectives with renewed focus. In short, we believe that we have the ability to find simple strategies to complex wealth issues.


Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

Services

  • Professional Portfolio Management
  • Business Succession Planning
  • Executive Financial Services
  • Estate Planning Strategies
  • Divorce Financial Analysis
  • Financial Planning
  • 401(k) Rollovers
  • Life Insurance

Location

Location

  • 8383 Preston Center Plaza
  • Suite 400
  • Dallas, TX 75225


    Working With You

    Working With You

    We have a well-defined financial planning process that reduces anxiety, saves time, and adds clarity to our clients for purposes of eliminating their Fears, addressing their Hopes and achieving their Dreams.  (Please click the link below to learn more)

    PCG - How We Work With You.pdf

    Professional Athlete

    Understanding your athletic stance

    As a former professional athlete with the Boston Red Sox, Jason Bottenfield, CFP® understands that having your arms in front of your body, being slightly bent at the knees, and feet shoulder width apart is the traditional starting point for an athlete; their athletic stance. 

    Much like a good “athletic stance”  does for you in sports;  Jason will development a holistic wealth plan – your financial athletic stance – that tracks your retirement plans,  desired spending needs, your value on social media and planning for lump-sum endorsement checks.  With some professional sports leagues having more than four (4) team/league funded retirement accounts with various vesting requirements, and other CBA benefits that are not overly promoted to the athletes;  you need someone to track more than just your cash and investments accounts like a typical financial advisor would do.   

    Whether you are a rookie working to the second contract or a veteran with a late start on finding your financial “athletic stance”; it is never too late to engage an experienced CERTIFIED FINANCIAL PLANNER™ like Jason Bottenfield to help you secure the future lifestyle you want off the field.

    Current Experience 

    Baseball – Football – Hockey - Motorsports Racing 


    Meet The Park Cities Group

    Family

    Creating customized financial strategies for the challenges that today's families face.

    • Estate Planning
    • 529 Plans / Education Planning
    • Long Term Care Insurance
    • Trust Services and Accounting

    Investing

    Working closely with you to guide your wealth and investments through the most challenging market cycles.

    • Asset management
    • Traditional investments
    • Alternative Investments
    • Impact Investing

    Retirement

    Working with you to understand your life goals and develop a truly personalized wealth strategy.  Today and for the years to come.

    • 401(k) Rollovers
    • IRA Plans
    • Retirement income strategies
    • Annuities

    Business Planning

    Partnering with you on key aspects of your business such as ownership, liquidity and developing opportunities.

    • Succession Planning
    • Business Planning
    • Retirement Plan Sponsors
    • Corporate Pension Funds

    Ready to start a conversation? Contact The Park Cities Group today.

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