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Plan with purpose for a life well lived.

Team up with a financial advisor that understands your unique relationship with money. 

Parks Wealth Management is an independent wealth management firm in Ridgewood, New Jersey.

Our Holistic Approach

You are more than your wealth. We focus on helping you pursue your life goals.  

Modern Tools, Your Advantage

24/7 tracking of your personal finances and the status of your financial goals.

Acting With Your Interests in Mind

An obligation to do what's right, with no proprietary investment products.

Why people choose to work with Parks Wealth Management.

We work with a diverse group of families, providing them with added confidence in their financial lives.

We pride ourselves most on the true family environment that exists at Parks Wealth Management.

You can speak with one of our current clients to learn more about their experience with us. Just ask!

There's no one quite like you.


We each have our own beliefs about money and what’s important. Honest conversations between us form the foundation of your financial plan.




We can help simplify your life.


Staying on top of your finances is a full-time job. Think of us as your personal CFO. We’re focused on adding convenience and simplicity to your financial life.




We can work together from anywhere.


While we would love to welcome you into our office, we understand that scheduling and distance can make it difficult. We offer both phone call and screenshare meetings that allow us to connect wherever you are.




We help you pursue financial wellness.


That means striving towards a balance between spending, saving, and investing so that you may experience an enjoyable life, pay for what matters most, fund a comfortable retirement and leave a lasting legacy.





We make the complex simple.

You may be wondering where to place your financial priorities. 

How much should you be putting away for retirement, and when? Should you pay more on your debt? Set aside money for education? Buy a home? Buy a second home?

Let us be your guide, helping you to access the information you need to increase your financial knowledge and ability to find a plan that fits your life, identify short and long-term goals and providing strategies to help you pursue them.

How we do it →

Does the thought of retirement give you anxiety? Or maybe you don't have time to do it yourself. Perhaps you're just interested in leading a healthier financial life.

Whatever the reason, we get it. 

You're here for a reason.

Legal 

No strategy assures success or protects against loss. Diversification does not protect against market risk. Rebalancing a portfolio may cause investors to incur tax liabilities and/or transaction costs and does not assure a profit or protect against a loss.

 

All content is developed from sources that are believed to provide accurate information. The information provided in these materials is not intended to be tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and the materials provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2012-2019 Five Star Wealth Managers.

 

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA/SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AZ, CA, CO, CT, DE, FL, GA, IN, MA, MD, ME, MI, MO, NC, NH, NJ, NY, OH, PA, SC, VA, WV.

Contact

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Parks Wealth Management

 

Office: (201) 689-2020

Fax:(201) 689-6850

 

148 Prospect Street
Second Floor 
Ridgewood, NJ 07450

info@parkswm.com

Check the background of this firm on FINRA's BrokerCheck.

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