A dedicated team, solely invested in your success.
Whether you are in growth mode of accumulating wealth or sustaining the wealth you have earned, Parsec Financial is your family’s CFO and we report to you.
Our objective is to understand you and discover what is important and why. Only then can we provide true value. As a wealth management client, an evaluation of your current financial situation, your short- and long-term goals and your tolerance for risk are all taken into account to develop your customized financial plan. Since the only constant in life is change, we review and update your plan annually to monitor your progress and stay on the path toward achieving your goals.
You have good reason to trust your partnership with Parsec. With $2.5 billion in assets under management as of March 31, 2020, we have the history and experience to help you succeed.
As a Parsec client you can expect the following:
Investment Policy Statement and regular portfolio reviews
Diverse investments depending on specific needs
Tax strategies and planning
Annual financial plan update with a credentialed advisor
Latest Thought Leadership:
If you have more than $4 million in investable assets, learn more about our premier wealth offering.