News and Updates
Stay informed with the latest news and updates from Parkwoods Wealth Partners. Our articles section provides valuable insights, market trends, and updates on financial strategies to help you stay ahead and make informed decisions about your financial future.
Parkwoods Wealth Partners Deepens DFA Ties, Appoints Bob French, CFA, to Lead Investment Strategy and Marketing Efforts
Parkwoods Wealth Partners is pleased to announce the appointment of Bob French, CFA, as our new Chief Investment Officer (CIO) and Head of Marketing. Bob’s arrival underscores our strategic...
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Parkwoods Wealth Partners Expands in Austin with the Addition of Eric Lane, MBA, CFP®
AUSTIN, TX — 3/3/2025 — Parkwoods Wealth Partners is continuing to grow in Austin, and we’re thrilled to welcome Eric Lane, MBA, CFP®, as our newest Wealth Advisor. With 27 years of experience in...
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Parkwoods Wealth Partners Expands into Nashville with Senior Wealth Advisor William Braddy III, CFP and Head of Nashville Office
St. Louis, MO – January 2, 2024 – Parkwoods Wealth Partners, a leading independent wealth management firm, is excited to announce its strategic expansion into Nashville with the addition of William...
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John Resurreccion, CFP®, Joins Parkwoods Wealth Partners as Head of Retirement Plan Services and 401(k) Expert
St. Louis, MO – January 8, 2025 – Parkwoods Wealth Partners is pleased to announce the appointment of John Resurreccion, CFP®, as Head of Retirement Plan Services, an advisory role specializing in...
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Jeff Campbell is featured on WSYR-TV Syracuse, NY
SYRACUSE, N.Y. (WSYR-TV) – The holiday season is meant to bring joy, but that also comes with expenses. Between the gifts and celebrations that start to pile up on your credit card statement, so...
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DFA Veterans Launch Parkwoods Wealth Partners, Offering New Model for RIA Growth and Succession
New model combines advisor independence with enterprise-level support for DFA-centric firms St. Louis, MO - August 26, 2024 - Parkwoods Wealth Partners, LLC ("Parkwoods") today announced...
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The 4 Biggest Financial Mistakes I See
Everyone makes mistakes, but when it comes to your finances, too many mistakes can have a devastating impact on your ability to accumulate wealth and retire with confidence. Luckily, many common...
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401(k) Planning: What Do You Need to Know?
Having a 401(k) plan is one of the best ways to maximize your retirement savings. It’s a great way to capture tax benefits while automatically saving money from every paycheck. When this is...
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What You Need to Know About Your Carrier Pension Preservation Plan Options
After 41 years, Carrier has separated from its parent company, United Technologies (UTC). (1) As part of the split, Carrier has started offering lump-sum pension buyouts to many employees. The...
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Case Study: How We Helped One Retired Couple Gain Confidence in Their Future
Building wealth to provide for and pass on to your family or cherished causes can take decades of hard work and sacrifice. No matter how much you want to leave, having a solid financial plan is...
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How Does an Independent Financial Advisor Benefit You?
As a fee-only Registered Investment Advisor, we pride ourselves on offering the very best to our clients when developing a wealth management plan that is tailored to each individual and their...
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4 Ways Business Owners Can Catch Up for Retirement in a Hurry
When you own a business, it can often feel like one of your children—you work hard, nurturing it to grow, succeed, and benefit society. This understandable attachment creates an emotional...
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Saving for Retirement and Reducing Taxes: What Business Owners Should Know
As a business owner, paying taxes and saving for retirement can be two major concerns you have when you examine the financial outlook of your business. Both taxes and retirement represent two...
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Retirement Planning For Individuals And Families
When construction contractors are ready to begin a project, they must start with a blueprint. If they were to simply take a pile of materials, tools, and supplies and begin placing them together...
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How We Helped A Business Owner Retire With Confidence
Below we want to share with you how we helped one particular client, whom we’ll call Joe, design a holistic and secure wealth management strategy and achieve the retirement he deserves....
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Who We Serve & And How We Can Help
We all know that money makes the world go round, but when it comes down to it, we really just want to know that we can live the life we want and enjoy the fruits of our labor. We want to have...
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Why I Became A Wealth Advisor
“Living your best life” means something different to each individual. Some people prioritize health, others wealth, others relationships or experiences. The list is endless. One thing I learned...
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My Hard-Earned Lesson on Diversification
July 13, 2020 Before the dot-com bubble was a bubble, it was an exciting revolution. Entire industries were being disrupted and re-engineered to take advantage of the possibilities of...
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Why Financial Decisions are so Hard
June 10, 2020 Have you ever noticed how mentally tired you sometimes get at the supermarket? Do your eyes glaze over at the freezer full of ice cream choices? Do your...
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The Transition from Retirement Saving to Retirement Spending
May 28, 2020 According to the magazine Scientific American , more people die coming down Mt. Everest than going up. Apparently, this is true in climbing in general. On...
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