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We are proud to announce the 25th Anniversary of Parks Wealth Management!

  • Writer: Jim Parks, CFP, AIF
    Jim Parks, CFP, AIF
  • Jul 28
  • 1 min read

Serving as a financial planning firm remains incredibly rewarding, marked by the privilege of building deep and trusting relationships with our clients.


We are grateful for our valued clients and colleagues to help make this possible.


The past 25 years have been a journey of shared goals, navigating market ups and downs together, and watching financial dreams become reality. From celebrating major life milestones such as buying first homes and planning for retirement, to providing guidance through unexpected challenges, the consistency and loyalty built over decades have made this work a true partnership with our clients. We can't wait to see what the future holds. 


Thank you for the last 25 and cheers to the next 25!

From all of us here at PWM…

Jim, Felicia, Jonathon, Ania, Maria, Richard and Kaitlin

 
 
 

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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.

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Five Star Professional Wealth Manager 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 2012-2024 Five Star Wealth Managers.

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Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Parks Wealth Management are separate entities from LPL Financial. 

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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, HI, IL, IN, KY, MA, MD, ME, MI, NC, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, WA, WV.

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Parks Wealth Management

 

Office: (201) 689-2020

Fax:(201) 689-6850

 

148 Prospect Street
Second Floor 
Ridgewood, NJ 07450

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info@parkswm.com

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

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LPL Financial Form CRS

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