Perspective, advice and guidance

The Park Wealth Management Group Stephen Y. Park, Edward J. Dahl, Courtney Waetjen Dinning, Daniel H. Yoo, Spenser P. Thompson

The Park Wealth Management Group


phone

703-734-8484



phone

855-738-6756



address

8045 Leesburg Pike
Suite 700
Vienna, VA 22182



Our team experience

Stephen brings nearly 25 years of experience as head of The Park Wealth Management Group, a team that has grown to seven financial professionals. With his in-depth knowledge and thoughtful leadership, Stephen provides comprehensive wealth management for all simple or complex situations. His work is nationally recognized:

  • Panelist at the UBS Retirement Income Planning Forum (2013)
  • Keynote speaker on retirement planning and stock options to corporate executives at AOL, Gannett and others (1999–Present)

Northern Virginia
8045 Leesburg Pike
Suite 700
Vienna, VA 22182

Washington, DC
1501 K Street, NW
Suite 1100
Washington, DC 20005

Bethesda, MD
7700 Wisconsin Avenue
Suite 300
Bethesda, MD 20814

New York, NY
1285 Avenue of the Americas
New York, NY 10019

Our value proposition

While clients come to us for a variety of reasons, they tend to have key common objectives like:

  • Preserving wealth
  • Generating lifetime income
  • Growing assets with proper risk management

Our philosophy is to build lifelong relationships that provide trusted advice and world-class service. Our disciplined process entails...

Planning: Your comprehensive financial road map

  • Lifestyle and budget review
  • Manage risk in advance of retirement
  • Pension and Social Security analysis
  • Retirement accounts and company benefit plans
  • Generate income for life
  • Calculate assets left to your estate
  • Liquidity and cash flow review
  • Risk and stress-test analysis
  • Multigenerational and legacy planning
  • College and education savings plans
  • Educate children/grandchildren on finance and investments
  • Special needs child planning
  • Planning for support of aging parents
  • Home and property loans
  • Securities based lending
  • Personal credit management
  • Overall liabilities analysis
  • World-class intellectual capital
  • Customized goals-based portfolios
  • Active asset allocation strategy
  • Tax eff eciency and years end harvesting
  • Alternative investments, private equity and hedge funds
  • Wills, trusts and asset filing
  • Wealth transfer and gifting
  • Life, disability and long-term care insurance
  • Philanthrophy, sustainable investing and donor-advised funds and foundations

Service and communication: A personal touch

We offer communication up front so that our clients feel more comfortable with a strategy that evolves over time, a standard that can include:


  • Unlimited access to our team’s professional advice and service
  • Rapid response to any question, with an answer or update within 24 hours
  • Network of dedicated specialists, like CPAs, attorneys and planning experts
  • Portfolio management and asset allocation recommendations
  • Lifetime income planning and cash fl ow needs analysis
  • Adjustments for economic developments and new regulations
  • Financial, retirement, trust and estate planning review and update
  • Multigenerational planning and family advisory meetings
  • Key document and account structure assessment

Investing: Tailored models and performance

Understand your long-term risk and return drivers

  • Consolidation of assets and performance analysis (historic and forward-looking)
  • Thorough risk analysis (volatility, draw downs, shortfall risk, stress test, bulk risks)
  • Expectation management (degree of return and risk can you expect from your current allocation)
  • Takes into account the overall wealth of client
  • Neutral advice, independent of implemented solutions

Fiduciary resposibilities

As a wealth management firm providing services to clients in the United States, we are registered with the U.S. Securities and Exchange Commission (SEC) as a broker-dealer and an investment adviser. As a broker-dealer, we provide a variety of services and recommendations relating to investments in securities. Our recommendations must be suitable for each client, in light of the client’s particular financial circumstances, goals and tolerance for risk.

When you participate in one of our investment advisory programs1, we are considered to have a fiduciary relationship with you2. The fiduciary standards include:

  • Obligations to disclose to you all material conflicts between our interests and your interests.
  • If we or our affiliates receive additional compensation from you or a third party as a result of our relationship with you, we must discolse that to you.
  • Obtaining your informed consent before engaging in transactions with you for our own account or that of an affiliate or another client when we act in an advisory capacity.
  • Treating you and our other advisory clients fairly and equitably and not unfairly advantaging one client to the disadvantage of another.
  • The investment decisions or recommendations we make for you must be suitable and appropriate for you and consistent with your investment objectives and goals and any restrictions you have placed on us.
  • Acting in what we reasonably believe to be your best interests and in the event of a conflict of interest, we must place your interests before our own.

Your dedicated team: The Park Wealth Management Group


Our valued relationships

We serve attorneys at top law firms with end-to-end wealth management solutions, addressing the specific cash flow challenges and tax considerations they encounter.

  • Coordinate 401(k), paid-in capital, and defined benefit plans
  • Plan strategically for uneven income streams and lump-sum distributions
  • Avoid conflicts of interest with customized portfolio management

We help corporate executives with the financial planning they need to get the most from their compensation plans and to integrate those assets with their overall investment strategy.

  • Analyze the best case/worst case of stock options (ISO, NQSO, RSU, QSBS and Founder’s Stock)
  • Diversify concentrated stock positions over time
  • Utilize income and estate tax planning and strategies

We work with entrepreneurial-minded clients who value consulting us about their professional ventures through the full cycle of private business needs.

  • Create a succession or strategic exit plan (business valuations, ESOP, investment bank, M&A and strategic buyer)
  • Finance or raise capital through our network of investors and lending partners
  • Optimize employee benefit and equity ownership plans (buy-sell agreement, key person, stock options and qualified/non-qualified plans)

We address every family financial issue ranging from portfolio management to retirement planning to wealth transfer and philanthropy.

  • Consult our trust and estate planning experts for protection techniques
  • Establish family education and multigenerational legacy planning aimed at preserving your wealth
  • Network with like-minded peers at special client events

Edward Dahl has been recognized as an industry leader

  • Forbes America's Top Next Generation Wealth Advisors, 2018



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