Parallel Advisors, LLC reposted this
For those interested, here is our latest quarterly newsletter. Thank you!
Parallel is pleased to share our newsletter, which has valuable insights into Q1 of 2024.
About us
Parallel Advisors is a registered, independent wealth management firm. We specialize in active financial planning, solid portfolio construction, and mindful asset allocation designed to help individuals, families and trusts accomplish their financial goals. With offices in San Francisco, Dallas, Dayton, Durango, Honolulu, Oklahoma City, and Scottsdale, Parallel provides innovative, unrestricted and comprehensive solutions for our clients. Independent Mindset: As a registered investment advisor, Parallel has a fiduciary responsibility to work in our clients’ best interests. Unlike broker-dealers, Parallel has the freedom to choose investments and resources that best meet our clients’ objectives. Inclusive Implementation: Parallel's advisors work as a team and leverage our diverse expertise to offer well-balanced thinking and individualized service. We act as the key coordinator and point of contact with our clients’ accountants, estate planning lawyers, institutional money managers and other professionals to help ensure all of our clients’ finances are aligned with their goals. Innovative Approach: We flip the broker-dealer model on its head. Instead of relying solely on in-house resources and investments, we take a flexible, forward-thinking approach to serving our clients’ wealth management needs. From portfolio construction to due diligence, we select the industry partners we believe will enable us to make the right strategic decisions. This third-party network reinforces our commitment to independence and transparency. Our Key Capabilities: • Financial planning • Investment management • Investment manager due diligence • Retirement planning analysis • Philanthropic planning and evaluation • Institutional style bond and cash management • Portfolio analysis and comparison of investments and/or managers • Tax planning and preparation • Risk, insurance and annuity analysis • Research services • Intergenerational wealth transfer strategies
- Website
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http://www.paralleladvisors.com
External link for Parallel Advisors, LLC
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- San Francisco, CA
- Type
- Privately Held
- Founded
- 2006
- Specialties
- Wealth Management, Financial Planning, Investing, Investment Management, Independent, Registered Investment Advisor, Fiduciary, Financial Advisor, and Governance
Locations
Employees at Parallel Advisors, LLC
Updates
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Parallel Advisors is pleased to welcome Bruce Frankel, MBA, CFP® to the team as Wealth Advisor in San Francisco. With over 30 years of international experience in business planning, management, and consulting, Bruce has earned a reputation as a trusted financial advisor committed to helping clients achieve their strategic goals. As the Managing Director for Northern California at MGO Private Wealth, Bruce specialized in helping successful entrepreneurs and investors in achieving their financial goals. He also co-founded Yerba Buena Financial Partners and established Eckhoff Wealth Management. His expertise in entity structuring, tax issues, and transition planning has empowered high-net-worth clients to pursue their passions with confidence. Prior to his financial services career, Bruce worked extensively in business management and consulting, gaining valuable insights into the needs of small and midsize business owners and Silicon Valley startups. His book, "The 7 Biggest Financial Mistakes Made by Successful Entrepreneurs: And How to Avoid Them", was inspired by his work. Join us in welcoming Bruce to Parallel Advisors. His passion for financial empowerment and commitment to client success make him a valuable addition to our team. Connect with him to explore how he can help you achieve your financial goals and build a legacy for generations to come. #WealthAdvisor #ParallelAdvisors #FinancialEmpowerment]
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We're very excited that Annie Boschetti, PHR is joining Parallel as our Head of People. Welcome to the team, Annie!
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We're excited Kameron Smith, CFP®is joining Parallel as a Wealth Advisor! Welcome aboard, Kameron!
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We're excited Seth Scholar has joined Parallel Advisors! Welcome to the team, Seth.
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We're so excited that Kristin Atchison has joined Parallel Advisors as our Head of M&A! Welcome aboard, Kristin!
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Parallel Advisors, LLC reposted this
Check out our Q4 Quarterly Newsletter!