Wellspring Financial Partners has joined Parkwoods Wealth Partners. Wellspring is a Tucson-based registered investment adviser with over $1.2 billion in assets under advisement as of year-end 2025. The combination expands

David Nash, MBA, CFP® works with individuals and families across a wide range of financial situations: retirees managing income and required distributions, families navigating estates and inherited assets, and tech

Springwater Wealth Management has joined Parkwoods Wealth Partners. Springwater is a Lake Oswego, Oregon-based registered investment adviser with over $230 million in assets under advisement as of year-end 2025. The

Parkwoods Wealth Partners is excited to welcome two new members to the team. Meggan Brumbaugh joins the firm as Deputy Chief Compliance Officer, based in our Carmel, Indiana office. Dustin

Cole Wheeler, CFP® believes that a financial plan only works when clients understand it. With more than seven years of experience, he follows a planning-first philosophy that starts with listening

You’ve saved for decades. You’ve done most of the right things. And now that retirement is here – or getting close – the question isn’t really whether you have enough.

Ryan Furlong, CFP® works with individuals and families who have built meaningful financial lives but aren’t sure how all the pieces fit together. His focus is on helping clients see

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,

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,

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