We Build Wealth

We provide active financial planning, solid portfolio construction, and mindful asset allocation designed to meet the specific goals of each client.

Independent Mindset

Independent Mindset

We work in parallel with you. As a registered investment advisor, we have a fiduciary responsibility to work in your best interests, toward your specific goals. Unlike brokerage firms, which are held to a lesser regulatory standard and partial to proprietary products, we have the freedom to choose investments and resources that best meet your objectives. As a principal-owned firm, our interests and opportunities are aligned with yours.

Inclusive Implementation

We work as a team with you at the center. With your goals as our guide, we tap our diverse expertise to offer well-balanced thinking and individualized service. We also coordinate with your accountants, estate planning lawyers, institutional money managers, and other professionals to help ensure all your finances are well-aligned with your goals. We can recommend trusted experts, including ultra-high-net-worth business and family counselors for complex estate and intergenerational wealth transfer issues. We act as the key point of contact, bringing in the right team members at the right time.

Key Capabilities

  • Financial Planning
  • Investment Management
  • Investment Manager Due Diligence
  • Retirement Plan Services
  • Philanthropic Planning and Evaluation
  • Institutional Style Bond and Cash Management
  • Portfolio Analysis and Comparison of Investments and/or Managers
  • Tax Efficient Transfer of Assets from Brokerage Accounts
  • Divorce Financial Services
  • Risk, Insurance, and Annuity Analysis
  • Research Services
  • Intergenerational Wealth Transfer Strategies

Innovative Approach

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 your wealth management needs. From portfolio construction to due diligence, we select the industry leaders we believe will allow us to make the right strategic decisions for you. This network of third-party experts reinforces our commitment to independence and transparency.

Well-Rounded Wealth Management

We target and tailor your solutions. As a multidisciplinary team of planners and managers, we support a comprehensive wealth management offering to meet your specific needs. Our services include portfolio management, fiduciary services, retirement planning, and tax and estate consulting and solutions. Whether you’re looking to grow your assets, fund a foundation, or efficiently draw down your assets in retirement, we offer the active planning and results-oriented services (and the peace of mind) to manage your assets so you can spend more time enjoying them.

Parallel at a Glance

Parallel at a Glance

  • The Parallel team is comprised of 49 members, 25 of whom are Advisors
  • Our Advisors hail from predecessor investment firms including Alliance Bernstein, Barclays, Ernst & Young, Hambrecht & Quist, JP Morgan Chase, Merrill Lynch, Morgan Stanley, Northwestern Mutual, UBS, Wells Fargo, Wachovia, and Dean Witter
  • We support multi-custodian platforms such as Fidelity Institutional Wealth, Charles Schwab and TD Ameritrade
  • Parallel has offices in San Francisco, CA, Denver, CO, Dayton, OH and Honolulu, HI