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 Welcomes Houston-Based Wealth Advisor Cole Wheeler, CFP®
Parkwoods Wealth Partners is pleased to announce that Cole Wheeler, CFP®, has joined the firm as a Wealth Advisor. Cole Wheeler, CFP®, is a Houston-based Wealth Advisor at Parkwoods Wealth
The Crisis Du Jour
There is always one. A headline.A market swing.A prediction delivered with certainty. If you’ve been investing – or living – for more than a few years, you’ve seen the pattern.
Meet Dustin Meyer – Head of Portfolio Management & Trading Operations
Dustin Meyer, CFP® focuses on the part of investing that often matters most to clients but happens almost entirely behind the scenes: making sure portfolios are implemented carefully, monitored consistently,
What Matters Most in Retirement Isn’t Money
In the past, I’ve written about the emotional challenges many people face as they approach retirement – especially around spending. Even when the numbers say they’re more than okay. That
When Spending is the Hard Part in Retirement
After a lifetime of working, saving, and planning for someday, many retirees run into an unexpected challenge: spending. Not overspending. Just allowing themselves to enjoy the wealth they’ve built. It’s
Meet Kayla Matthews – Client Service Associate
Kayla Matthews works closely with both clients and advisors to help ensure the mechanics of a financial plan are handled carefully and correctly. Her role focuses on opening new accounts,