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 Partners who works with clients across the country. His work focuses on helping individuals and families align their financial resources with what matters most in […]
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. The crisis of the day arrives with urgency. It suggests this time is different. It implies that action is required now. And beneath the surface […]
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, and stay aligned with the long-term plan. At Parkwoods, Dustin works at the intersection of investment strategy and day-to-day execution. He partners closely with advisors […]
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 conversation often leads to a deeper realization. At a certain point, money stops being the scarce resource – something many people only recognize when they […]
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 something I’ve seen again and again in my work with clients: business owners, professionals, and parents who have spent decades providing, sacrificing, and putting others […]
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, managing updates to existing accounts, and processing financial transactions – details that matter most when timing, accuracy, and follow-through are critical. At Parkwoods, Kayla helps […]
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 and to support the financial decisions that matter most to you and your family. We never take that responsibility lightly. Like many of you, I’ve […]
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 directly. Sometimes indirectly. Usually the question boils down to some variation of: If I don’t own private investments, am I missing something important? For most […]
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 advisors serve clients consistently and thoughtfully. April focuses on making sure clients feel supported – not just when big decisions come up, but throughout their […]
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 deadlines, portfolio moves before year-end. And those are important. But for many people who put family at the center of their decisions, the most valuable […]