Parkworth Wealth Management, Inc Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Parkworth Wealth Management is a fee-only wealth management firm helping executives and professionals live their best financial life. Founded in 2003, we work side by side with clients to help solve their most pressing financial challenges. With offices in Los Gatos and Palo Alto, we serve clients in Silicon Valley and the Bay Area by offering services that include financial planning, investment management, retirement planning, benefits analysis and strategies, education planning, tax strategies, estate planning, charitable planning, and asset protection and risk management. 

We have a particular expertise meeting the complex needs of tech professionals, helping them with such challenges as making informed decisions about stock options, restricted stock (RSU), employee stock purchase plans (ESPP) and deferred compensation plans and navigating the world of start-ups. We also thrive on helping professionals nearing retirement make the transition with the confidence that they can continue to enjoy a comfortable lifestyle, and we help women in transition gain clarity about their current financial situation and comfort that a plan is in place to meet their future needs.

We provide retirement plan services to corporations and businesses. Our services include selecting service providers, monitoring, conducting employee enrollment and education, assisting with administration and helping you meet your fiduciary duties.

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