About Us

A private wealth practice built around judgment, discretion, and specialist coordination.

ParkHaven is designed to feel highly personal while operating with the discipline of an institutional advisory platform. The model brings together portfolio management, financial planning, family office coordination, and access to carefully selected outside professionals.

Integrated wealth management, organized under one thoughtful advisory framework.

ParkHaven brings investment management, tax aware planning, estate coordination, liquidity strategy, philanthropic planning, risk review, and private banking coordination into one cohesive advisory experience. Rather than navigating disconnected conversations or siloed recommendations, the ParkHaven model is designed to create a unified plan around the family's goals, guided by the fiduciary standard that applies to investment advisers under the Investment Advisers Act of 1940.

Unified

Investment, planning, estate, tax, lending, and family priorities are coordinated through one central advisory process.

Fiduciary

Advice begins with the client's objectives, risk profile, liquidity needs, tax sensitivity, and long term interests.

Personalized

The planning architecture is tailored to each family rather than built from a generic or isolated service menu.

Coordinated

Outside attorneys, CPAs, trustees, lending partners, and insurance professionals can work from one shared plan.

Founder

Noah Alweiss brings institutional wealth experience, artistic discipline, and a deeply personal standard of stewardship.

ParkHaven is founder led by design. The client experience is intended to preserve accountability, continuity, judgment, and the quiet confidence of a private advisory relationship.

Biography

Nearly two decades inside a global financial powerhouse, refined into a more personal private office standard.

Noah Alweiss is the founder of ParkHaven, an advisory practice created for families, founders, executives, and private investors whose financial lives require coordination, discretion, and a customized planning experience.

His professional foundation was built over nearly two decades at a global wealth management institution, where he worked across portfolio construction, financial planning, risk management, executive compensation, liquidity events, retirement strategy, insurance planning, estate coordination, and the needs of affluent and ultra-affluent families.

His advisory philosophy is shaped by the belief that significant wealth should be managed with structure, transparency, preparation, and a clear understanding of the family's broader life, legacy, and decision-making priorities.

A native Floridian raised between Fort Lauderdale and Miami, Noah studied at New World School of the Arts, Interlochen Arts Academy, the University of Rochester, and the Eastman School of Music, where he graduated on scholarship.

That performing arts background continues to inform his work with clients — attention to detail, timing, judgment, and the ability to synthesize many moving parts.

ParkHaven reflects his view that families are well served by an advisory experience that is transparent in process, disciplined in execution, and personal in service.

Leadership

A curated team model for complex wealth.

ParkHaven is structured to coordinate across a network of credentialed professionals and specialist resources. The team model is intended to give families access to planning, investment, estate, tax, compliance, lending, and insurance insight without creating unnecessary layers of bureaucracy.

Advisory

Private wealth advisor

Primary relationship oversight, portfolio guidance, planning prioritization, and family office coordination.

Planning

Financial planning specialist

Support around retirement, liquidity, cash flow, education, insurance, tax aware planning, and estate coordination.

Network

Outside professional coordination

Collaboration with CPAs, estate attorneys, insurance professionals, lending partners, trustees, and family office specialists.

Planning Team

Planning that connects the portfolio to the life it serves.

Financial planning should not sit apart from the investment process. ParkHaven's planning framework is designed to connect capital allocation, cash flow, tax sensitivity, risk management, estate coordination, and major family decisions into one integrated view.

Balance Sheet

Integrated planning

Review of assets, liabilities, income needs, insurance, retirement priorities, business interests, and family obligations.

Tax Aware

Decision timing

Coordination around income, gains, liquidity, charitable giving, concentrated stock, and major taxable events.

Risk

Protection planning

Review of insurance, estate exposures, liquidity needs, family continuity, and risk mitigation priorities.

Estate Coordination

Coordinated estate planning for families, founders, and multigenerational wealth.

ParkHaven does not provide legal advice. The role is to help organize priorities, coordinate with estate planning counsel, and make sure investment structure, liquidity, beneficiary planning, and family intent are aligned with the broader advisory plan.

Counsel

Attorney coordination

Collaboration with estate planning attorneys around trusts, entities, estate documents, and implementation priorities.

Legacy

Family continuity

Guidance around successor decision makers, beneficiary education, liquidity needs, and communication across generations.

Review

Ongoing alignment

Estate plans should be revisited as family circumstances, tax laws, markets, business interests, and philanthropic goals evolve.

Family Office Advisory

A private office lens without unnecessary bureaucracy.

The family office experience should simplify complexity, not add to it. ParkHaven is designed to help families coordinate investment advice, estate planning, tax strategy, philanthropy, risk management, lending, and reporting through one thoughtful center of gravity.

Advisory coordination

  • Coordination with estate attorneys and CPAs
  • Family governance and decision making rhythm
  • Education for rising generation family members
  • Liquidity events and major family transitions
  • Ongoing organization of planning priorities

Private office infrastructure

  • Investment policy and allocation review
  • Custody and reporting coordination
  • Cash management and lending coordination
  • Risk management and insurance review
  • Clear action items across the advisory team