How We Help

At Parkworth Wealth Management, we don’t take shortcuts in the pursuit of excellence. As a small, dedicated firm, our broad expertise allows us to offer a comprehensive, multidisciplinary approach to managing our clients’ complete personal financial environments.

Why Parkworth Wealth Management?

• We are fiduciaries. We uphold are legal and ethical obligation to put our clients’ interests first.

• We are fee-only. We receive no commissions and are paid by only our clients.

• We are independent. We don’t receive directives from any other company and work solely for our clients.

• We are a team. Our clients work one-on-one with a wealth advisor while receiving the support and expertise of an entire team.

• We are professionals. We support our experience and expertise with credentials that help us serve our clients, such as the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst® designation.

• We are comprehensive. We pull together all the areas of our clients’ financial lives into an organized plan that helps provide clarity.

• We are here for the long term. We provide ongoing guidance that adapts with the changes and transitions of our clients’ lives.