The Park Cities Group at Morgan Stanley

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The Park Cities Group

OUR MISSION STATEMENT

We strive to empower you to be confident in your financial decisions, to help you to pursue your hopes and dreams

Our Story and Services

"When you work with one of us, you get the best of all of us"

At The Park Cities Group, we provide tailored financial guidance when you need it most: during life’s major transitions. Our practice is built on the development of deep and enduring relationships and the delivery of customized solutions to successful individuals and families whose primary goals include:

Planning for Retirement
We have significant experience in reviewing retirement assets, recommending long-term investment portfolios, and developing income strategies that are designed specifically to support your current lifestyle in retirement.

Helping Optimize a Substantial Payout

A large 401(k) or pension distribution, an inheritance, business sale, employee stock options . . . if the receipt of significant assets is on the horizon, we can help address specific questions for you and your family to optimize results now and in the future. 

Leaving a Lasting Legacy
We work jointly with your tax and legal advisors and use our firm’s extensive resources to help implement and help maintain a tax-efficient estate plan. When the time comes to move your assets, we can help coordinate a smooth transition to the next generation and help ensure your legacy stays intact.

 

Services Include

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


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

Clients Come First

When we began our careers in wealth management, we gave a lot of thought to the types of clients we wanted to help. We asked ourselves what were our strengths and perspectives, and who would be best served by our skills and beliefs.

Over the years, we have developed a strong and active practice that includes a broad range of clients who need professional guidance with the following activities:

- Approaching a life-changing event with confidence, such as a divorce or the loss of a spouse
- Planning for a successful retirement
- Financing a major acquisition, including the purchase of a new property or expansion of a business
- Integrating retirement assets and company benefits into an overall investment strategy
- Minimizing taxes through advanced asset management solutions
- Diversifying highly concentrated positions in a tax-efficient manner
- Achieving long-term charitable and philanthropic goals
- Working with their family’s next generation
- Coordinating with other advisors, including accountants and estate attorneys
 
Our clients include:   

- Retirees and those planning for retirement 
- Multi-generational private wealth families
- Women seeking guidance for themselves and their family
- Business owners and self-made entrepreneurs
- Corporate executives and professionals
- Professional athletes

While each client has a unique personal and professional situation, collectively they all have one thing in common: they are focused on achieving very specific financial goals, so they may secure their family’s financial future and pursue their personal achievements.


Our Process Sets Us Apart

The hallmark of our financial planning process is a commitment to building customized solutions from the ground up.  Our six-step process takes a holistic view of your wealth. We recommend solutions that are not only designed to reach financial targets, but are also reflective of who you are and where you want to go.

Step 1: Introductions
Our relationship begins with an informal conversation to understand your financial concerns and determine how we can add value to your situation. This is your opportunity to interview us as we get to know you. 

Step 2: Data Gathering
We continue the dialogue by fostering an in-depth conversation where we’ll listen carefully to what is important to you. We’ll learn about the values that shape your decisions and identify any unique circumstances. 

Step 3: Pre-Planning
Here, we review the information collected to ensure the data is accurate before we begin to prepare your financial plan. We also discuss important investment concepts and provide details on our investment philosophy.  

Step 4: Plan Presentation
Utilizing proprietary planning tools, we’ll develop a personalized financial plan. We present our recommendations along with a Plan of Action that serves as a guide to implementing your plan.

Step 5: Implementation
As we execute your plan, we’ll set up tools to provide convenient access to your accounts and ongoing updates and follow up on key items to ensure your Plan of Action is implemented as expected.

Step 6: Monitoring
We apply a strict due diligence process to evaluate investment performance, and set up regular calls to discuss progress towards your goals.


Core Values

At The Park Cities Group, we believe the best relationships are built on trust, understanding and shared values. We are committed to the following core values that serve as the foundation of our practice:

A Clear Path to Your Goals
Our clients have dedicated their lives to building their businesses and careers. They have worked hard to create wealth for themselves and their families. We put that wealth to work, using your goals as our blueprint. 

Access to Top Professionals
Because we believe you are entitled to the best advice possible, we often collaborate with specialists within Morgan Stanley’s network, as well as other professionals within the industry who are considered experts in their field. We also work closely with your accountant, attorney and other advisors to gain the precise knowledge needed to effectively manage all aspects of your wealth.

A Commitment to Education
Financial education leads to better insights into our investment strategy and discipline, and ultimately, better long-term results. We provide ongoing and proactive education, resulting in enhanced knowledge about investing effectively in today’s complex global markets.

Highly Personalized Service
Successful wealth management begins with personalized service and attention. We enjoy working with families who seek the kind of long-term, fully engaged relationship we value. We believe that the bond we form with our clients is fundamental to our mission and it is our hope that it spans generations.

A Clear Understanding We Work for You
We value our relationship with Morgan Stanley as one of the  top purveyors of global financial services for 80 years, yet we value our relationship with you even more. We are committed to developing a relationship that provides special value to you and your family.  When you succeed, we all succeed. 


Tools & Resources

We are committed to providing you with important information about managing your wealth more effectively in today’s global markets. To that end, we have assembled the following articles, white papers, and financial tools about many of the concepts that support our wealth management philosophy and investment strategies.

Family Wealth Director Jason Bottenfield Dallas 2017.pdf

2017 Finding Your Center _ Risk and Reward.pdf

83 Reasons Why People Did Not Invest .pdf

MS - Wealth Optimization for Athletes.pdf


Weathering Divorce.pdf




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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