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Our Financial Professionals
Get the expertise you need and service you deserve
At Parsonex, our seasoned financial professionals specialize in guiding you through wealth management and retirement planning with a personal touch. Recognizing that every individual has distinct financial aspirations and needs, we emphasize delivering customized solutions. Our unwavering commitment ensures you feel understood and confident about the future, with a financial strategy meticulously designed for your unique journey.
QUALIFIED OPPORTUNITY FUNDS
(QOZs)
What is a Qualified Opportunity Fund?
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Tax-incentivized investment vehicle created by the Tax Cuts and Jobs Act of 2017
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Invests in development and redevelopment in Qualified Opportunity Zones (QOZs)
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QOZs are designated census tracts in each state
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Investors may receive tax benefits for investing realized capital gains within 180 days
This is a summary only. Refer to Risks and Important Disclosures for additional information. There is no guarantee that investors in the Fund will realize any of these benefits. If the Fund fails to meet the requirements to be treated as a qualified opportunity zone fund, investors will be unable to take advantage of the potential tax benefits and may suffer significant tax consequences.
We are not just making investments,
we are making a difference.
Check out some of the projects we are currently sponsoring and involved with.
List...
Grand Junction Market
Sundance
Brook Willow
and...
not sure if they want others out there.
Planning
See how saving just a little more now can mean all the difference in retirement.
Investing
We’ll put together an investment mix to help you reach your retirement goals.
Retirement Income
Move from saving wisely to spending wisely in retirement.
Getting Started On Your Financial Roadmap | Financial Planning
Personalized plans based on your unique goals
You have financial goals. We can help. We’ll review your investments and help you make the best decisions toward the lifestyle you want.
Executive Leadership | Office of the CEO
Investment Strategies
A comprehensive approach to wealth management.
Investment Philosophies
A comprehensive approach to wealth management.
Our Core Growth Strategy seeks prudent long term growth through a concentrated portfolio of approximately 20 U.S. large cap stocks. We believe that a focused portfolio of twenty well managed stocks is sufficient to create proper diversification while owning a meaningful amount of the highest conviction positions.
The Power of Partnership
Partnering together in pursuit of the lifestyle you envision
Planning | Investments | Advice
Find a financial professional that will provide you the planning, service and expertise you deserve. Find the right professional for you today.
Core Portfolio Strategies
Our core portfolio strategies utilize disciplined philosophies and a focused approach in pursuing long term results that match clients goals.
Alternative Investments
Eligible investors can diversify their portfolios with alternative investments including real estate, oil and gas, and film industry investments.
Retirement Planning, its up to you.
Individuals are increasingly having to take responsibility for their own retirement planning. Fortunately, there are a lot of good retirement planning options your financial professional can help you find and implement. Whether social security is there or not, in order to enjoy the lifestyle you want during retirement, it’s important that you plan ahead.
IRAs, ROTH IRAs, SEP IRAs, SIMPLE IRAs and more! Which one is right for you?
Company Sponsored Retirement Plans
Company sponsored retirement plans, like 401ks and other profit sharing plans, are often the only retirement plans that individuals participate in.
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Have you looked at your retirement plan lately?
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Is your retirement plan financial professional meeting with you regularly to review your options?
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Do your employees clearly understand the options available to them?
Non- Profits
Non-profit organizations have several unique needs in managing their portfolios.
Our representatives have access to leading money managers and are able to design a custom-tailored program that meets your specific needs. Our representatives help you design a custom portfolio, but more importantly, meet with the members of your organization and investment committee to ensure that your goals are being met.
Do you work in one of the following fields?
We have experienced financial professionals to help you navigate your unique retirement needs.
Law Enforcement
Find a financial professional that will provide you the service and expertise you deserve.
Fire Department
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Government
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Plan your future
Plan for retirement, inheritance and other long term financial goals with a financial roadmap.
Explore Investments
We offer a comprehensive suite of investment options that can be tailored to your specific needs.
Get Customized Advice
Get professional, customized advice from advisors with expertise and experience.
We believe the foundation of long term success is great relationships. Through a comprehensive our clients motivations, financial positions, and lifestyle priorities helps us advise our clients effectively, recommend appropriate investment strategies and strucuture service around your desired lifestyle
Services
Solutions tailored to your specific needs.
Wealth Management
Lifestyle & Legacy
Financial Advice
Long Term / Goals Based
Retirement Planning
Invest through Retirement.
Film Finance
Making Movies Happen
Investments
Core and Explore.
Alternative Investments
Compliment your goals.
CONTENT - then review with Uli
Our partners and financial professionals share a common core philosophy but have specialized expertise in different niche markets.
Parsonex is a diversified, independent financial services firm with a dynamic track record of growth and success. We provide a comprehensive suite of financial services to our clients.
The Power Of Partnership
FIND YOUR PRO
Who Specializes In:
Retirement Planning from...
Law Enforcement
Military
Company Sponsored Retired Plans
Firefighters & First Responders
Companies with Schwab PCRA Plan
Retirement Planning from...
Topics
Entrepreneurship
Real-world insights on building and scaling businesses
Investment Industry
Wealth management, Parsonex philosophies, and career guidance
Film Industry
Film finance and independent film production - tips for success....you are running a business!
Success Principles
Time-tested truths and observations for success in both personal and professional realms.
Leadership
Principles of effective leadership across various organizational layers, including executive leadership and team management.
Speaking Fee
Virtual Events
$15,000 for presentations up to 1 hour. Recording with pre-approval only.
In Person
$25,000 for presentations up to 1 hour.
Recording with pre-approval only.