Business Details
Expert Investment Advisory Services in Columbus, OH
Parkview Partners Capital Management is a privately-owned investment practice dedicated to providing active management and advisory services to clients across the United States. Our team of seasoned professionals combines decades of experience with strategic partnerships with global investment research firms to deliver high-quality financial solutions. As a branch of Stratos Wealth Partners, we leverage additional resources in technology, compliance, and human capital to enhance our service offerings. Our mission centers on uniting tax-efficient, disciplined wealth management processes with personalized communication and service. We operate with unwavering integrity, competence, and fiduciary responsibility, prioritizing client needs above all else. By integrating insights from clients' legal, tax, and insurance advisors, we create comprehensive plans designed to grow and protect capital while minimizing tax liabilities.Our approach addresses cash flow needs, risk mitigation, retirement planning, and charitable giving strategies tailored to individual circumstances. With team members boasting decades of experience in institutional and private wealth management, we serve executives, business owners, and families through customized financial coordination. Our affiliation with Stratos Wealth Partners ensures adherence to rigorous compliance standards while maintaining flexibility to serve clients in multiple states. We emphasize transparency in all operations, providing clear disclosure brochures detailing our services and fees, while disclaiming any guarantees associated with investment outcomes.
Services
Wealth Management
Tax Planning
Risk Management
Financial Coordination
Retirement Planning
Charitable Giving
Highlights and features
- We offer over 30 years of combined experience in institutional and private wealth management
- Our affiliation with Stratos Wealth Partners provides access to enhanced compliance and technological resources
- We implement tax-efficient strategies tailored to individual client circumstances
- Our team includes professionals with backgrounds at major financial institutions like BNY Mellon and Wells Fargo
- We maintain transparent operations with detailed disclosure brochures available upon request
Associations and certifications
- SEC
Services
Wealth Management
Our wealth management services integrate insights from multiple financial disciplines to create comprehensive strategies. We focus on growing and protecting capital through diversified investment approaches tailored to individual circumstances. By collaborating with clients' legal and tax professionals, we develop plans that address long-term financial goals while minimizing tax implications.
Tax Planning
We specialize in optimizing investment decisions for tax efficiency. Our approach considers clients' current tax rates, investment timing, and asset locations to minimize liabilities. This service helps clients retain more of their investment returns through strategic positioning of assets in appropriate account types.
Risk Management
Our risk management strategies evaluate clients' financial obligations, family circumstances, and investment timelines. We work to create balanced portfolios that align with individual risk tolerance levels while coordinating with insurance and legal advisors to address potential threats to financial objectives.
Retirement Planning
We develop customized retirement plans that evolve with clients' changing needs. Our approach considers current financial status, desired retirement lifestyle, and potential healthcare costs. We coordinate with tax professionals to optimize withdrawal strategies and minimize tax burdens during retirement years.
Charitable Giving
Our charitable giving strategies help clients maximize their impact while optimizing tax benefits. We assist with structuring donations of appreciated assets and developing plans that align with both philanthropic goals and overall wealth management objectives.
People
Chandon M. Simonis
Managing Partner/Senior Portfolio Manager
With over 30 years in wealth management, Chandon previously served as Managing Director at Bank of New York Mellon and Senior Portfolio Manager at Fifth Third Bancorporation. He holds a B.S.B.A. from The Ohio State University and serves on private corporate boards.
J. Erik Niermeyer
Managing Partner/Senior Portfolio Manager
Erik brings 30+ years of financial services experience, including senior roles at Wells Fargo and The Ohio Company. He holds finance and law degrees from The Ohio State University and Capital Law School, and serves on the Columbus Foundation Finance committee.
Harold Elliott
Senior Portfolio Manager
Chip has 35+ years in wealth management, working with firms like BNY Mellon and Robert W. Baird. He previously served on the Salvation Army of Central Ohio board and has extensive charitable fundraising experience in Central Ohio.
Keith Schuss
Wealth Advisor/Senior Portfolio Manager
With 32 years of experience, Keith focuses on helping clients achieve financial confidence. He co-founded Stratos Wealth Partners in 2009 and merged his practice with Parkview in 2024. He serves as board director for Wexner Heritage Village.
William B. Weimer
Wealth Advisor/Senior Portfolio Manager
Bill has over 35 years of experience in financial services, specializing in retirement and estate planning. He holds a bachelor's degree from Muskingum College and serves clients throughout Ohio and multiple states from offices in Columbus and Lancaster.
Questions
What services does Parkview Partners Capital Management offer?
We provide wealth management, tax planning, risk management, financial coordination, retirement planning, and charitable giving strategies tailored to individual client needs.
Are you registered with the SEC?
Yes, we operate as a branch of Stratos Wealth Partners, a Registered Investment Advisor with the U.S. Securities and Exchange Commission.
How do you approach tax-efficient investing?
We analyze clients' tax rates, investment timing, and asset locations to minimize tax liabilities while optimizing cash flow and long-term growth potential.
Can you work with my existing legal and tax advisors?
Yes, we collaborate with clients' attorneys, accountants, and insurance advisors to create comprehensive financial plans aligned with their overall objectives.
What states do you serve?
We provide services across the United States, operating in states where our parent firm Stratos Wealth Partners maintains registration or applicable exemptions.
How are your investment strategies developed?
Our strategies combine market research from global investment firms with personalized analysis of each client's financial situation, goals, and risk tolerance.
