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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
A Firm That Always Has YOUR Best Interests In Mind
A wealth planning and investment management firm, we pride ourselves most with the true family environment that exists at Park Wealth Management.
Our only objective is to treat the wealth management needs of our clients in just the way we do with our own families – utilizing the highest level of investment and planning sophistication along with a caring concern for those we serve.Schedule an Appointment
How Much do You Know About Investment?
These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."
Why You Need an Estate Strategy
Do you have an estate strategy? You should.
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator demonstrates the power of compound interest.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator helps estimate your federal estate tax liability.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Making the most of surprises is a great reason to work with us.
Understanding the cycle of investing may help you avoid easy pitfalls.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.