At Parkworth Wealth Management, we believe that you are best served when your financial advice is objective and your fees are transparent. That is why we embrace our role as NAPFA-registered fee-only financial advisors providing financial planning and investment management services to families and individuals, as well as retirement plan services to corporations and businesses. With offices in San Jose and Palo Alto, we serve clients throughout Silicon Valley and the San Francisco Bay Area.

As fee-only advisors, we do not sell investment products and do not accept commissions or referral fees. What’s more, we have a fiduciary responsibility to put your interests ahead of ours. Our responsibility is not limited to certain services, such as retirement planning. It applies to everything we do for you. Always.

We embrace our fee-only status because it enables us to serve as your financial advocate. Unburdened by conflicts of interest, we can provide unbiased advice meant only to help you reach your goals.

Commission-free advice

Commission-free advice

No third-party commissions

No third-party commissions

Transparent fee structure

Transparent fee structure

No product sales

No product
sales

Fiduciary responsibility

Fiduciary responsibility

No referral fees

No referral
fees

Your interests first

Your interests first

No conflicts of interests

No conflicts
of interests

 
 

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