Navigating Survivor Benefits: Social Security, Pensions, and Life Insurance
The period following the loss of a spouse or partner is invariably one of profound emotional transition. Amid the immediate burdens of bereavement, surviving spouses are frequently tasked with making critical, time-sensitive financial decisions. Among the most crucial, and often complex, steps in establishing financial stability after a loss is identifying, claiming, and integrating survivor […]
Measuring What Matters: Evaluating the Impact of Your Charitable Giving
For many high-net-worth individuals and families, philanthropic giving represents far more than an annual tax deduction or a line item in an asset allocation plan. It is an expression of core values, a commitment to civic stewardship, and a vital component of a multigenerational legacy. However, while donors routinely apply rigorous oversight, clear metrics, and […]
Gessner Wealth Strategies Joins Parkwoods Wealth Partners
Gessner Wealth Strategies has joined Parkwoods Wealth Partners. Gessner Wealth Strategies is a Houston-based registered investment adviser with $65 million in assets under advisement as of June 30, 2026. The combination closed on August 31, 2026, and adds a second Parkwoods advisor in Houston, alongside Wealth Advisor Cole Wheeler, CFP®. Why Gessner – and why […]
Meet Justin Cox – Manager, Portfolio Manager
Justin Cox has worked in financial services since 2018, building experience across both broker-dealers and registered investment advisers. Before entering the industry, he served in the Army – a chapter that shaped the disciplined, detail-oriented approach he brings to his work today. Most recently, he served as Lead Portfolio Trader at Focus Partners Wealth, where […]
How to Tell if Your Husband’s Advisor is the Right One for You
The loss of a spouse is a profound disruption which can leave you to navigate a world that looks fundamentally different. Alongside deep emotional grief, you’re suddenly tasked with taking sole responsibility for your financial future. For many widows, one of the first points of contact after a loss is their late husband’s financial advisor. […]
Should You Involve Your Adult Children in Your Financial Life? Pros and Cons
Stepping into the role of sole decision-maker for your wealth is often a defining milestone. Whether you’re navigating life after a divorce, adjusting to the loss of a spouse, or taking full ownership of your personal finances for the first time, learning to manage your money brings a newfound sense of independence. As you become […]
Meet Tim Fleshman – Manager, Financial Planning
Tim Fleshman brings an uncommon path to financial planning. Before joining the financial services industry, he spent years in sports and project management – working across sales and marketing, event production, logistics, and customer service. That background gave him a practical, client-first orientation that shows up directly in how he builds financial plans: methodically, with […]
Taking the Reins: Learning to Manage Your Wealth for the First Time
Stepping into the role of sole financial decision-maker is a profound transition. For many women, this shift happens during a time of significant personal change—such as a divorce or the loss of a spouse. Suddenly, you are responsible not just for day-to-day household spending, but for overseeing a substantial portfolio, navigating tax strategies, and securing […]
From Surviving to Thriving: The Financial Milestones of Widowhood
The loss of a spouse is a profound disruption. In the wake of such a significant life change, the emotional weight can feel all-consuming. Alongside the deep personal grief, many women find themselves facing an immediate, secondary challenge: taking solo responsibility for their financial future. In the early days and weeks, looking at a portfolio […]
Meet Maria Salvia – Client Service
Maria Salvia works at the intersection of client service and creative production at Parkwoods. As a Client Service Manager, she supports three Parkwoods advisors and their clients – handling everything from new account openings and custodian coordination to the digital tools and paperwork processes that make the client experience run smoothly. Before joining Parkwoods, Maria […]