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 Include

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

Working With You

Working With You

Why clients Choose The Park Cities Group

Just as no two clients are alike, different advisors bring different experiences, styles and methods to their practices. At the Park Cities Group, we provide:



A FOCUS ON TRANSITIONS
Many of our clients are facing life events that indicate a change in their financial picture; by helping evaluate how transitions may impact their financial plans, we can help them stay on track toward their goals.

A CASH FLOW BIAS IN INVESTMENTS
With a number of clients either in or near retirement, cash flow becomes an important consideration in investment strategy. We carefully evaluate every recommendation with an eye toward cash flow.

BEHAVIORAL FINANCE STRATEGY
As previously indicated, we view investments as a means to an end, not as a goal in and of themselves. We help you identify, articulate and quantify your goals in terms of happiness, which drives our recommendations and strategies.

A BELIEF IN COLLABORATION
All of our clients are successful people, generally looking to translate a 30 year career into a lifetime of income. Many of them have other advisors they work with; we routinely collaborate with our clients’ lawyers, accountants, tax specialists and other trusted advisors.

CONCIERGE SERVICE
Every financial decision affects every other one; whether you make a major purchase or choose long-term care insurance or want information about selling a business, we want to be the first call you make when confronting a financial decision. We also provide the highest level of service we can for every client.

Location

Location

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


    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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