Personalized. Proactive. Purposeful.
Parallel Wealth Advisor professionals support individuals and businesses in creating custom, coordinated financial plans and wealth management solutions.
We are proudly connected to Shelby State Bank and LPL Financial, which allows us to provide full-scale services and professional products while
maintaining a community feel.
From addressing investment principles and strategies to retirement planning and estate conservation issues, our team of financial professionals are your partners through the process, answering your questions along the way.
Most importantly, you can depend on us to provide you with professional guidance for some of life's most important decisions.
What does a Financial Advisor do?
Our Certified Financial Planner and experienced team of
advisors will work toward keeping your financial future on track.
Second-Opinion Service
Exclusively for Shelby State Bank clients and their friends,
family and associates.