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Our Services

Investment Management

 

The more successful investment strategies are
built on a consistent, disciplined process put in place by a team of experienced professionals.

Diversified Portfolio

Prudent portfolio construction and design.​

Retirement Accounts (401k, 403b, IRA, etc.)

Recommendations for building a better portfolio.

Automatic Rebalancing

Using logic to stay invested appropriately. 

Stock Option Planning

When to exercise and how to plan.

Tax Planning

Maximizing wealth by helping to reduce taxes.

Pension Analysis

Helping you understand your options.

Facts & Goals

Show us your progress. Tell us what's important.

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Retirement Projections

Sophisticated models to answer your questions.​

College Planning

Kids are a blessing. College expenses are not.

Estate Planning

Transforming goals into your legacy.

Cash Flow & Budgeting

Budgeting doesn't always mean spending less.

Insurance Planning

Life & Long Term Care to protect your goals.

Financial Planning

 

It's the compass that helps guide you through your life. Through careful financial planning and guidance, you can pursue & prioritize your dreams and aspirations.

Let us guide you on your financial journey.

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

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Contact

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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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