Business Details
Your Trusted Partner in Wealth Management Solutions
Parkview Partners Capital Management is a privately-owned investment practice dedicated to providing active management and advisory services across the United States. Our team of seasoned professionals brings decades of financial advisory experience, supported by strategic relationships with global investment research firms. As an affiliate of Stratos Wealth Partners, we leverage additional human, technological, and compliance resources to deliver high-quality professional service.Our mission centers on uniting tax-efficient, disciplined wealth management processes with personalized service and communication, operating with the integrity and responsibility expected of fiduciaries. We prioritize client needs above all, helping individuals and organizations achieve their financial goals while maintaining the utmost ethical standards.
Services
Wealth Management
Tax Planning
Risk Management
Financial Coordination
Retirement Planning
Charitable Giving
Highlights and features
- We offer over 30 years of combined experience in institutional and private wealth management.
- Our team operates under a fiduciary standard, prioritizing client interests above all.
- We provide personalized service through strategic collaboration with external advisors.
- Our affiliation with Stratos Wealth Partners enhances our technological and compliance capabilities.
- We focus on tax-efficient, disciplined investment strategies tailored to client goals.
Services
Wealth Management
Our wealth management service integrates clients' financial goals with strategic investment planning. We collaborate with external advisors to create seamless, long-term strategies that grow and protect capital while minimizing taxes. This service focuses on personalized portfolio management aligned with individual risk tolerance and financial objectives.
Tax Planning
Tax planning services optimize investment decisions based on clients' tax rates and asset locations. We analyze timing of transactions and coordinate with accountants to reduce tax liabilities. The goal is to maximize after-tax returns while maintaining compliance with evolving tax regulations and client-specific circumstances.
Risk Management
Risk management evaluates cash flow needs, family dynamics, and age to determine optimal asset allocation. We work with legal and insurance professionals to mitigate risks through diversified portfolios and tailored strategies. This service aims to enhance long-term goal achievement while preserving capital during market volatility.
Retirement Planning
Retirement planning ensures comfortable post-career years by coordinating with attorneys and accountants. We develop strategies for income generation, tax-efficient withdrawals, and estate planning. Regular reviews adapt to changing life circumstances and market conditions to maintain financial stability throughout retirement.
Charitable Giving
Our charitable giving service helps clients maximize philanthropic impact while optimizing tax benefits. We analyze concentrated assets and develop strategies for donating appreciated securities or real estate. This service aligns charitable goals with overall wealth management plans to reduce tax burdens and support meaningful causes.
People
Chandon M. Simonis
Managing Partner/Senior Portfolio Manager
Chandon has over 30 years of wealth management experience, previously serving as Managing Director at Bank of New York Mellon and Senior Portfolio Manager at Fifth Third Bancorporation. He holds a B.S.B.A. from The Ohio State University and serves on multiple corporate and nonprofit boards.
J. Erik Niermeyer
Managing Partner/Senior Portfolio Manager
Erik brings 30+ years of financial services expertise, including roles at Wells Fargo and The Ohio Company. He holds degrees in Finance from The Ohio State University and Law from Capital Law School, serving on the Columbus Foundation Finance committee.
Keith Schuss
Wealth Advisor/Senior Portfolio Manager
Keith has 32 years of financial advisory experience, previously co-founding Stratos Wealth Partners. He specializes in life-stage financial planning and serves on the board of Wexner Heritage Village, with expertise in client confidence-building strategies.
William B. Weimer
Wealth Advisor/Senior Portfolio Manager
Bill has over 35 years of experience in portfolio management and estate planning. He holds a bachelor's degree from Muskingum College and serves on community boards, focusing on intergenerational wealth transfer strategies.
Mark K. Obrock
Portfolio Manager
Mark joined Parkview Partners in 2018 after working at Summit Financial Strategies. He graduated Magna Cum Laude from East Carolina University with a Finance specialization, focusing on financial planning and portfolio analysis.
Questions
What services does Parkview Partners Capital Management offer?
We provide wealth management, tax planning, risk management, financial coordination, retirement planning, and charitable giving strategies tailored to high-net-worth individuals and institutions.
Are you a fiduciary?
Yes, we operate under a fiduciary standard, legally obligated to act in our clients' best interests at all times.
How do you collaborate with other financial professionals?
We work closely with clients' accountants, attorneys, and insurance advisors to ensure comprehensive, coordinated financial solutions.
What areas do you serve?
We serve clients throughout the United States, with offices in Columbus and Lancaster, Ohio.
What experience does your team have?
Our team includes professionals with 30+ years of experience in wealth management, portfolio management, and financial planning.
