At Parkworth Wealth Management, we tailor our wealth management services for each client’s needs and goals. If you want to optimize your stock options, we are here for you. If you want to see if your savings will support an early retirement, we can help you.

As a financial advisor serving Palo Alto, we are committed to high standards, integrity, and loyalty. We take a long-term perspective, providing comprehensive financial planning and investment management to help with today’s needs and tomorrow’s goals.

Our team of financial planners works with individuals and families in the tech industry.

Because we are committed to high standards, we have maintained our independence as a local Registered Investment Advisor. We combine our community roots with a fiduciary obligation to your best interests and a fee-only model that helps ensure conflict-free advice. In this way, we provide comprehensive planning designed to help you live your best financial life.

The Locations We Serve Include:

• Palo Alto

• Los Altos

• Menlo Park

• Mountain View

How to Find Us

We are conveniently located in Los Gatos and also will meet you online, whichever is most convenient.

Our Los Gatos Office

475 Alberto Way, Suite 210
Los Gatos, California 95032

Telephone: 408.436.9800
Fax: 408.436.9804

Directions from Los Altos

• Get on I-280 S.

• Use the right 2 lanes to take exit 12B to merge onto CA-85 S toward Gilroy.

• Use the right 2 lanes to take exit 11A to merge onto CA-17 S toward Santa Cruz.

• Use the right 2 lanes to take exit 21 for Lark Ave.

• Use the left 2 lanes to turn left onto Lark Ave.

• Turn right onto Los Gatos Blvd.

• Turn right onto Saratoga-Los Gatos Rd.

• Turn right onto Alberto Way.

• Turn right and our office is on the left at 475 Alberto Way.

Directions from Menlo Park

• Get on U.S. 101 S.

• Use the right 2 lanes to take exit 398B for CA-85 S toward Cupertino/Santa Cruz.

• Continue onto CA-85 S.

• Use the right 2 lanes to take exit 11A to merge onto CA-17 S toward Santa Cruz.

• Take exit 20A toward E Los Gatos.

• Merge onto Saratoga-Los Gatos Rd.

• Continue straight to stay on Saratoga-Los Gatos Rd.

• Turn left onto Alberto Way.

• Turn right and our office is on the left at 475 Alberto Way.

Directions from Mountain View

• Get on CA-85 S  toward Cupertino.

• Take the Los Gatos Blvd/Bascom Ave exit.

• Turn right onto Los Gatos Blvd.

• Turn right onto Saratoga-Los Gatos Rd.

• Turn right onto Alberto Way.

• Turn right and our office is on the left at 475 Alberto Way.