Who We Serve

Wealth Management Clients We Serve

Are We a Good Fit?

Do you value an independent, objective financial advisor and fiduciary who is there for you and pro-actively guides your complex financial decisions across life stages and events — creating a long-term trusted partnership and peace of mind? If so, you fit the profile of a loyal PARR Financial Solutions client. While we serve a diverse base of wealth management clients, we have special expertise advising the following types of clients:

Baby boomers planning and/or transitioning into retirement

Some call it retirement, others consider it a second (or third) career. Others may be faced with an early retirement buy-out option.  Either way, our clients benefit from our time-tested planning and investment management solutions that steer them through the transition to customized wealth preservation and growth plan.

Multi-generational wealth management for Families

These families are faced with the transitioning of wealth between generations and other complex issues involving wealth management and estate planning.  Our clients benefit from having us serve as their financial team captain, coordinating estate planning objectives with an integrated investment management strategy.

Busy professionals, business owners, and corporate executives

These clients face the daunting task of staying focused on their business while needing to make smart, financial decisions. They choose to delegate investment management and financial planning to experts they trust.  In effect, we serve as a personal CFO, integrating and coordinating the various aspects of their financial affairs in a manner consistent with their lifestyle objectives.