Flexible solutions, tailored for your clients
With Park Avenue® Wealth Management, you can access a suite of solutions to fit your clients’ personal and business goals — all carefully screened with our rigorous due diligence process.
Financial planning
Fee-based holistic approach that extends beyond investments to encompass a client’s overall financial picture. Choose from flexible options to accommodate both your clients’ evolving goals and your growing business.1
Retirement planning
A platform that connects employers with a network of established recordkeepers. Help your clients support their workforce with retirement programs that promote long‑term financial security and positive retirement outcomes.
Advisory solutions
Objective, fee-based asset allocation and model portfolios that keep you in control. Choose from different advisory services and solutions to match your individual business model — and meet your clients’ investment goals.2
Brokerage accounts
Park Avenue Wealth Management’s clearing partner, Pershing, provides comprehensive trading, brokerage, and investment support through its secure platform. Offer your clients an easy way to manage all their investment vehicles in one place.
Cash management
A comprehensive cash management and protection solution integrated into a single account with one statement. Help your clients manage their money with a daily sweep of cash, direct deposit, check writing, debit card features, and more.
Annuities
A competitive lineup of retirement income, accumulation, and protection-focused annuities to help your clients meet their retirement goals. Provide your clients an important piece of their retirement income puzzle.
Insurance
A wide range of holistic life and disability insurance solutions.3 Help your clients protect what’s most important to them.
Education accounts
Tax-advantaged savings strategies, including 529s, Coverdell Education Savings Accounts (ESAs), and Uniform Gifts to Minors Act (UGMA) accounts. Help your clients fund future tuition bills.
Lending solutions
Loan options to help your clients access credit for personal and business needs. Choose from securities-based lending, margin lending, jumbo mortgages, and more.
Solutions for business owners
Help your clients protect and grow their business. Choose from valuation strategies, succession planning, executive services, corporate trust services, and more.
Guardian Wealth™ Advanced Markets
A team with over 255 cumulative years’ experience in advanced planning for individuals, businesses, and wealth transfer, Guardian Wealth Advanced Markets serves as an in-house expert to Park Avenue's financial advisors. They provide real-time insights, counsel, commentary, and resources that enable our financial advisors to support every facet of clients’ financial lives, from business, family, legacy, and protection to liquidity and retirement.
Join Park Avenue
Discover what we can do for you and your clients.
Only available to be offered by appropriately licensed investment adviser representatives.
Asset minimums apply. Only available to be offered by appropriately licensed investment adviser representatives.
Disability and non-variable life insurance products, such as term life insurance and cash value whole life insurance products, are not investments and are not offered directly through Park Avenue Securities.