Parkway Wealth Management Group

The firm does not publicly list its principals or investment committee. As a private RIA, responsibility likely rests with senior advisors whose names are not available in public filings or legal records.

The firm manages multi-asset portfolios including public equities, fixed income, alternatives like private credit, and direct co-investments in venture capital and private equity. Their asset allocation is customized per client goals.

It is structured as a multi-family office and RIA, serving multiple unrelated families under one fee structure. This allows for pooled investment opportunities while maintaining individual portfolio customization.

Specific co-investment holdings are not disclosed in public records. Like many RIAs, the firm may facilitate direct private placements for qualifying clients but does not publicly report positions.

The firm likely relies on its advisory network, relationships with wealth platforms, and independent manager research to identify private investment opportunities for clients. No public sourcing methodology is available.

No public records indicate affiliation with a parent company or banking entity. The firm appears to operate as an independent RIA, which is common for boutique wealth managers serving family office clients.

As part of comprehensive wealth planning, the firm likely advises on charitable giving structures like donor-advised funds, but no specific philanthropic vehicles are publicly linked to the firm.