​Parrott Wealth Management (PWM), previously an independent financial advisory firm, has transitioned to become part of The Retirement Planning Group, as indicated on its website. While the site offers downloadable resources like its 2024 ADV and Form CRS, it primarily serves to inform visitors of this organizational change.

PWM’s privacy policy underscores its commitment to safeguarding client information, detailing the types of personal data collected and the measures taken to protect it.