Parkwoods Wealth Partners

Founded with a vision to provide personalized and compassionate financial guidance, Parkwoods Wealth Partners has a rich history of helping clients achieve their financial goals. Our priorities have always been to understand the unique needs and aspirations of the individuals and families we serve. By focusing on building long-term relationships based on trust and transparency, we ensure that every financial decision aligns with your values and long-term objectives. Our commitment to integrity and excellence guides us in safeguarding your wealth and securing a prosperous future for you and your loved ones.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
Submit

This Office

740 Front Street, Suite 200 Santa Cruz, CA 95060 Phone: (888) 998-4796

Primary Office

5335 Meadows Road, Suite 240 Lake Oswego, OR 97035 Phone: +1 (877) 278-2716

Other Offices

740 Front Street, Suite 200 Santa Cruz, CA 95060 Phone: (888) 998-4796