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.
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,
As We Begin 2026: A Note of Thanks and Our Commitment to You
As we begin 2026, I want to take a moment to thank you for the trust you place in Parkwoods Wealth Partners. It is a privilege to work alongside you
You May Already Have More Private Market Exposure Than You Think
Lately, I’ve been hearing the same question more often. Clients and prospective clients have a lot of questions about private equity, private credit, and other private investments. Sometimes they ask
Meet April Mueller – Director of Client Service at Parkwoods Wealth Partners
April Mueller is Director of Client Service at Parkwoods Wealth Partners. She was one of Parkwoods’ first employees and has been a core part of building the structures that help
The Most Overlooked Holiday Asset: Your Attention
The house is buzzing, the inbox is overflowing, and your to-do list has its own to-do list. This time of year, we talk a lot about assets—gifts, tax planning, RMD