Our Story

At Parkworth Wealth Management, we offer fee-only wealth management services to families and individuals, and retirement plan services to corporations and business, throughout the San Francisco Bay Area and beyond.

Founded by Bruce Barton, CFP®, CFA, our firm has been dedicated to a single goal since our founding: refreshingly high standards. This commitment means our customer service begins with our time and attention.

Before we advise a client, we ask a lot of questions about everything from their immediate to long-term goals. This understanding helps us craft the comprehensive financial planning and investment management services to accomplish their goals.

Finally, with our conflict-free, client-centered business model, our clients never have to wonder if we have their best interest in mind.