Dedicated to your personal wealth management
and entrepreneurial vision

Park Wealth Management Group Stephen Y. Park, Edward J. Dahl, Courtney Waetjen Dinning, Spenser P. Thompson, Scott H. Barnard

Park Wealth Management Group


phone

703-734-8484



phone

855-738-6756



address

8045 Leesburg Pike
Suite 700
Vienna, VA 22182



We serve business owners and executives at technology start-ups, government contracting enterprises and pre/post-exit companies. With our deeply rooted experience and the resources of a global firm, we give entrepreneurs the freedom to maximize business value and prepare for a liquidity event.

As an entrepreneur, you have a unique blend of personal, financial and business goals. Your priorities deserve forward-thinking and creative solutions from an experienced advisor.


Park Wealth Management team members have been recognized as industry leaders


Our commitment to you and your business

From pre-seed to Series C, the right business solutions can accelerate enterprise value. Our team can provide access to the resources you need to help maximize the value of your business.

Know your business

  • Business valuations
  • Introductions to UBS network of attorneys and CPAs
  • Anatomy of a start-up

Grow your business

  • Capital raises with a banker through equity or debt
  • Bridge liquidity to meet your cash needs
  • Commercial real estate lending

Protect your business

  • Corporate cash management
  • 401(k) and company stock plans
  • Buy-sell agreements and golden handcuffs

All businesses transition eventually, and planning for that is a good business decision. Our team can help set up a successful exit strategy up to five years in advance to cover your family, finances and business.

Family goals

  • Gift optimization for tax-efficient transfers
  • Family meetings to discuss financial stewardship
  • Financial education programs for the next generation

Financial goals

  • Tax planning with your CPA
  • Estate planning strategies for highly appreciating assets
  • Private stock lending for liquidity

Business goals

  • Introductions to help build your team of trusted advisors, including M&A and investment bankers
  • Exit options analysis—IPO, outright sale, ESOP, recapitalization or transition to the next generation
  • “Go to market timeline” planning, advice and support

After the sale of your business, you will have transitioned from business owner to wealth holder. Our team can help you organize your financial life so that you can enjoy the results of your hard work.

Maintain your lifestyle

  • Cash flow from portfolio income to replace business income
  • Banking services
  • Mortgages and asset-backed credit lines

Preserve your wealth

  • Health insurance assessment with an outside agent
  • Life insurance review
  • Long-term care insurance

Plan your legacy

  • Family advisory, legacy planning
  • Philanthropy through donor-advised funds and private foundations
  • UBS-exclusive events

Your financial life involves more than just investing. That’s why our comprehensive wealth management philosophy is designed to provide lifelong relationships with trusted advice.

Retirement plan

  • Generate lifetime income while preserving wealth
  • Pension and Social Security analysis
  • 401(k) and company benefit plan analysis

Wealth management

  • Customized goals-based portfolios
  • Tax-efficient investing
  • Seek growth with proper risk management

Credit and liquidity

  • Private shares lending
  • Asset-backed credit lines
  • Home and property mortgage
  • Tailored lending

Family advisory

  • 529 and education savings plans
  • Family legacy planning
  • Personal finance education for the next generation

Insurance and risk management

  • Life insurance review
  • Long-term care insurance review
  • Health insurance analysis

Estate and trust planning

  • Family wealth transfer
  • Estate tax minimization
  • Efficient charitable giving



Insights

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