Parkworth Wealth Management, Inc.

Parkworth Wealth Management, Inc. offers personal financial planning, investment management, tax and other wealth management services on a fee-only basis to families and individuals throughout the San Francisco Bay Area.

We work with families and individuals whose financial position and situation require a unique level of attention and who can benefit from our comprehensive, multidisciplinary approach to managing their personal finances.

 

Because we hold a special position of trust and confidence in working with clients, we hold ourselves to a fiduciary standard. As fiduciaries, we put clients' interests above all other considerations and act with undivided loyalty to our clients. This includes disclosure of how we are compensated and any conflicts of interest.

 

Parkworth Wealth Management is not affiliated with any investment product firm or insurance company. We do not sell products or receive commissions on product sales. Our only compensation is fees paid by clients for the service and advice we provide. This removes conflicts of interest and helps to ensure you receive impartial advice.

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Advisors at this Office

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This Office

2225 E Bayshore Rd Ste 200 East Palo Alto, CA 94303-3220 Phone: (800) 964-7067

Primary Office

100 Century Center Ct Ste 670 San Jose, CA 95112-4536 Phone: (408) 436-9800 Fax: (408) 436-9804

Other Offices

2225 E Bayshore Rd Ste 200 East Palo Alto, CA 94303-3220 Phone: (800) 964-7067