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Parkworth Wealth Management

Parkworth Wealth Management

Financial Services, 4000 Westchase BLVD, Los Gatos, California, 27607, United States, 1-10 Employees

parkworth.com

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Who is PARKWORTH WEALTH MANAGEMENT

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...

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  • 4000 Westchase BLVD, Los Gatos, California, 27607, United States Headquarters: 4000 Westchase BLVD, Los Gatos, California, 27607, United States
  • 2003 Date Founded: 2003
  • 1-10 Employees: 1-10
  • dollar-icon Revenue: $10 Million to $25 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from PARKWORTH WEALTH MANAGEMENT

Parkworth Wealth Management Org Chart and Mapping

Employees
Michal Zyla

Michal Zyla

Wealth Advisor

Sheac Lim-Hamilton

Sheac Lim-Hamilton

Office Manager

Max Gonda

Max Gonda

Associate Wealth Advisor

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Frequently Asked Questions Regarding Parkworth Wealth Management

Answer: Parkworth Wealth Management's headquarters are located at 4000 Westchase BLVD, Los Gatos, California, 27607, United States

Answer: Parkworth Wealth Management's phone number is +19*********

Answer: Parkworth Wealth Management's official website is https://parkworth.com

Answer: Parkworth Wealth Management's revenue is $10 Million to $25 Million

Answer: Parkworth Wealth Management's SIC: 6282

Answer: Parkworth Wealth Management's NAICS: 523940

Answer: Parkworth Wealth Management has 1-10 employees

Answer: Parkworth Wealth Management is in Financial Services

Answer: Parkworth Wealth Management contact info: Phone number: +19********* Website: https://parkworth.com

Answer: 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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