Welcome to Parkworth Wealth Management. You have discovered this page because one of our clients has recommended us to you. We offer a complimentary introductory meeting on an invitation-only basis and will be happy to discuss whatever financial concerns you have during this time. There’s no obligation beyond the meeting. Please read on to learn more about us and how we help provide financial peace of mind to our clients.

We look forward to meeting with you.  

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.

iStock-857999840_BW.jpg

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.

Who We Help

We serve clients in the San Francisco Bay Area and beyond from our offices in San Jose and Palo Alto.

Our clients often come from one of these circumstances:

Technology Industry

iStock-541113838_BW.jpg

Professional Services

iStock-511524588_BW.jpg

Retirement

 
iStock-628505836_BW.jpg

Business Owner

Corporate
401(k) plans

 

Our Services

The wealth management services we provide include:

 Financial Strategy

We take a comprehensive view of your entire net worth and explore your goals and objectives. We then craft a realistic and detailed financial plan, cash flow projections, a spending and savings plan, and account structure recommendations.


Investment Management

Your custom investment plan is integrated with your overall financial plan and matched to your time horizon and your comfort level with investment risk.


Tax Planning

We prepare withholding adjustments or estimated tax payments during the year and conduct year-end tax savings checkups. We provide information to your tax accountant, tax attorney, and other tax professionals in preparation of your tax returns.

Estate Planning

We help you avoid probate costs and minimize taxes. We help ensure that the needs of your family and other beneficiaries will be met when you’re no longer able to do so yourself.


Asset Protection and Risk Management

We provide insurance review and recommendations. We look at risk both from an insurance perspective and in the sense of protecting your overall asset base, considering worst-case scenarios to make sure you’re not exposed.


Retirement, Education, and Benefits

Our services include reviews and investment recommendations for 401(k), 403(b), deferred compensation, IRA, Roth, and other retirement accounts, as well as health savings accounts, 529 college savings plans and charitable accounts.

iStock-941906652_BW.jpg

Our No-Obligation Introductory Meeting

We offer a complimentary introductory meeting to be a resource for the friends, family, and colleagues of our valued clients. During our time together, we encourage you to share your most pressing financial concerns and questions, and we will offer insights and advice that you can take action on. As we are a fee-only, fiduciary firm, you can feel confident that the recommendations you receive will be made in your best interest.

If, after our meeting, we mutually agree we are a good fit, we will be happy to accept you as a client and help you further. If one or both of us decide we’re not a good fit, we will point you in the direction of a more appropriate resource. Either way, we want you to leave our meeting with more clarity around your financial concerns and a clear path for moving forward.