Updated:
Parkview Asset Management
Founded in 2020 in Oakbrook Terrace, Illinois, Parkview Asset Management is a registered investment advisor focused on wealth management for a concentrated set...
Parkview Asset Management
Founded in 2020 in Oakbrook Terrace, Illinois, Parkview Asset Management is a registered investment advisor focused on wealth management for a concentrated set of professional cohorts. Its website and published materials explicitly target physicians, business owners, and corporate executives, reflecting a practice built around the distinct compensation structures, liability profiles, and career arcs of those groups. The firm was founded by Michael Jankowski, who published the financial guide 'Wealthy and Wise' as a framework for the firm's planning philosophy. Parkview's investment approach is embedded in an integrated financial-planning process rather than a standalone allocation model. The firm's four-step client journey — goal-setting, current-state analysis, custom strategy design, and ongoing monitoring — covers retirement-income modeling, tax-efficiency analysis, and risk management. Advised asset classes span publicly traded securities, insurance-based solutions, and Charitable Gift Annuities (CGAs), with the firm publishing specific guidance on using SECURE Act 2.0 provisions for Qualified Charitable Distributions to fund split-interest entities. Client portfolios are aggregated through the firm's MyWealthPlan360 portal, which provides consolidated reporting, budgeting tools, and secure document storage. Team size and total advised assets are not publicly disclosed. The firm maintains a single office in suburban Chicago with no additional locations listed. Its technology stack includes a client-facing mobile application for account aggregation and communication. The website promotes ongoing educational content, including white papers on retirement perception gaps and charitable planning techniques, suggesting a marketing model built on advisor-led content distribution to niche professional networks. Parkview's structural posture is that of a planning-centric RIA rather than an allocator competing on institutional deal access. The firm's succession architecture and ownership structure remain undisclosed in public filings.
General information
Firm type
Bank / Wealth / Trust
Year founded
2020
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Oakbrook Terrace
Corporate office
Oakbrook Terrace, IL, United States
Principals
Michael Jankowski
Author of 'Wealthy and Wise'
Sector focus
Frequently asked questions
Who runs investment and planning decisions at Parkview Asset Management?
Publicly available materials identify Michael Jankowski as the author of the firm's planning methodology book 'Wealthy and Wise.' His specific title within the RIA is not stated on the website. No additional investment committee members or advisory principals are named in public sources.
Does Parkview Asset Management operate as a multi-family office or a traditional RIA?
Parkview is structured as a registered investment advisor and wealth manager, not a multi-family office. Its services center on financial planning, retirement-income strategies, and asset management for individual professionals and families. The firm does not advertise family-office services such as consolidated bill pay, lifestyle management, or direct private investments.
How does Parkview incorporate charitable planning into its wealth management?
The firm actively publishes on Charitable Gift Annuities and the Qualified Charitable Distribution provisions under SECURE Act 2.0. Its materials explain how clients can use one-time QCDs to fund split-interest entities like CGAs, indicating that charitable tax planning is a formalized service line integrated into retirement-income and estate strategies.
Which professional groups constitute Parkview's target client base?
The firm's website consistently names physicians, business owners, and corporate executives as its primary client focus. Its published content — including the 'Wealthy and Wise' book and the 2024 State of Retirement White Paper — reflects planning considerations specific to high-liability medical practices, concentrated business equity, and executive compensation structures.
Does Parkview manage assets on a discretionary basis for clients?
As a registered investment advisor, Parkview likely holds discretionary authority over some client accounts, but the firm's disclosures do not explicitly bifurcate discretionary and non-discretionary mandates. Its process emphasizes customized strategy design and ongoing monitoring, consistent with discretionary portfolio management.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: