Park 64 Capital Ethos

We have a family-like approach to financial planning and investment management, and we’re confident you’ll enjoy being heard and understood.

Above else, we value:

Acceptance - Provide a safe space for clients regardless of their gender, sexual orientation, familial status, or cultural background.

Client Needs - Prioritize the unique goals and requirements of each client to deliver optimal solutions.

Diligence - Work in a timely and thorough manner for clients, always.

Education - Drive value for clients by seeking professional educational opportunities as a lifelong pursuit.

Expertise - Practice in areas where we have expertise and help clients find appropriate outside assistance when necessary.

Privacy - Maintain up-to-date technology to safeguard client privacy.