The Hardest Part of Retirement Isn’t Saving – It’s Spending with Confidence
Learn how to transition to retirement with clarity and confidence. Discover guiding principles for a fulfilling retirement.
Meet John Resurreccion, CFP® – Head of Retirement Plan Services
John Resurreccion, CFP®, is Head of Retirement Plan Services in our Austin, TX office. He helps business owners and their employees run more effective retirement plans – improving investment options and fees, strengthening fiduciary governance and plan design, expanding access to advice, and advocating with plan providers. What John does and why it matters John […]
Parkwoods Welcomes Dustin Meyer, CFP®, as Head of Portfolio Management and Trading Operations
Parkwoods Wealth Partners is pleased to welcome Dustin Meyer, CFP® as Head of Portfolio Management and Trading Operations – a role focused on translating our investment philosophy into disciplined, day-to-day execution for clients. Parkwoods is scaling, and the stakes for operational excellence are rising. “Operational excellence is central to delivering for clients at every stage,” […]
4 Fast Ways Business Owners Can Close the Retirement Gap – Without Derailing the Business
Most successful business owners face a fundamental challenge: their balance sheet tells a story of strength, but up to 80-90% of that wealth can sit inside their company. That concentration creates power – and fragility. You’ve built something remarkable. Your business generates solid cash flow, employs good people, and provides well for your family. But […]
The 5 Most Important Tax Planning Changes from the Big Beautiful Bill
Understand the most important tax changes from the Big Beautiful Bill, including senior bonus deductions, SALT cap relief, and estate planning opportunities.
The 4 Biggest Money Mistakes I See (And How to Fix Them)
Retirement can be one of the most rewarding phases of life, but planning for it comes with its own set of challenges. You’ve worked hard, made smart financial choices, and taken responsibility for your future. Yet, like many people nearing retirement, you might still feel that gnawing sense of uncertainty. Have you missed something important? […]
Parkwoods Welcomes Kevin Reilly as New CFO and Head of M&A
Parkwoods Wealth Partners is pleased to announce Kevin Reilly, CFP®, as our new Chief Financial Officer and Head of Mergers & Acquisitions. Kevin’s arrival represents an important step in our ongoing strategy to enhance financial leadership and expand through thoughtful partnerships with independent advisory firms. Deep Industry Expertise With nearly two decades of experience spanning […]
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’sarrival underscores our strategic commitment to delivering evidence-based investment strategies tailored to our clients’ evolving needs and enhancing our marketing efforts to attract and retain clients through education, clarity, and innovation. A […]
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 wealth and asset management, Eric brings a wealth of knowledge and a passion for helping clients navigate their financial futures. Eric’s impressive career includes leadership […]
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 Braddy III, CFP, as Senior Wealth Advisor and head of its Nashville office. William’s arrival strengthens Parkwoods’ commitment to providing personalized wealth management services in […]
