When you partner with Parkworth Wealth Management, you get to wake up every day and focus on your life, not your finances. And you can feel good knowing that seasoned professionals are working hard to preserve and grow your wealth.

There’s a common goal throughout our ranks: refreshingly high standards. Whether we’re providing financial advisory services to individuals or retirement planning services for corporations, we’re committed to the idea of earning your business. It’s a vision we’ve had since the beginning, and it has allowed us to build an outstanding reputation as Silicon Valley wealth advisors.


Individuals and Families


At Parkworth®, we’re experts at building things like loyalty and long-term relationships. As San Jose and Palo Alto wealth advisors, we believe fervently in providing extraordinary customer service.. Over the years, our standards have helped us grow our business and expand our client base. Our clients often come from one of these circumstances:


Technology Industry

Technology Workers

Professional Services




Business Owner

Business Owners

Corporations and Businesses


We understand the challenges companies face in establishing 401(k) plans that help recruit talented employees and assist valued employees in reaching their retirement goals. Besides monitoring the performance of your 401(k) plan, we help select the service providers needed for your plan. Our services also include conducting employee enrollment and education meetings, assisting with administration, and helping you meet your fiduciary duties.


Read the Book! Personal Finance for Tech Professionals

If you would like more information about managing your finances and building wealth, check out Personal Finance for Tech Professionals in Silicon Valley and Beyond, written by our firm’s founder, Bruce R. Barton, CFP® CFA.

In 13 chapters and over 350 pages, Bruce covers the finance topics common to people working in technology industries, including equity compensation, investing, housing, taxes, and liquidity events.