# Parkview Asset Management

Parkview Asset Management is a Bank / Wealth / Trust based in Oakbrook Terrace, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Oakbrook Terrace, United States
- **Region:** North America
- **Address:** Oakbrook Terrace, IL, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** wpn360.com

## Regulatory record

- **CRD number:** 307977
- **SEC file number:** 801-124728
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/307977

## About

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. 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.

## Sectors

- Financial Services
- Healthcare Services
- Real Estate

## People

- Michael Jankowski — Author of 'Wealthy and Wise'

## 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.

### 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.

## Related profiles

- [Parkview Advisors](https://altss.com/profile/parkview-advisors)
- [Parkwalk Advisors](https://altss.com/profile/parkwalk-advisors)

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Last updated: 2026-08-11T02:43:31.692Z

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