Most successful individuals lack the time to create a full-fledged strategy for their money. Without a plan, you may miss out on opportunities to build your future and fulfill your life's goals. We're here as your dedicated financial partner - helping you utilize your money and invest in a way that lines up with your long-term vision.
After identifying the areas of your financial life that need addressing, we'll create integrated solutions so all parts of your wealth picture work in tandem towards your goals. Consider us your go-to resource for all the money questions you've had. We're committed to offering education and explaining things in plain English, not industry jargon.
After identifying the areas of your financial life that need addressing, we'll create integrated solutions so all parts of your wealth picture work in tandem towards your goals. Consider us your go-to resource for all the money questions you've had. We're committed to offering education and explaining things in plain English, not industry jargon.
Services
The truth is working with a larger firm or wirehouse, you're often subject to biased opinions from individuals looking to make a profit from you. At Parker Wealth Management, our independence means we aren't working for a corporation's benefit. We never push funds or products and instead create solutions based on your situation.
You most likely want to strike a balance between living well today while preparing for a future that's not only secure - but that you'll look forward to experiencing. We take a straightforward approach to bring your life's goals into view, figure out what changes need to be made, and help you establish strong financial habits.
Jeffrey is the principal and founder of Parker Wealth Management, LLC, (PWM) an independent investment advisory and financial planning firm with a customized approach that enables our clients to achieve financial security. PWM works with individuals, including those with high net worth and business owners, to provide forward-thinking financial advice and investment management to meet their goals.
Given that we're a small independent firm, you'll always be working directly with your financial planner, and we'll partner with you to make critical decisions for your future. Our process is centered on understanding what matters most to you and seeing that your hard-earned wealth can translate into a strong financial future.
Reviews
Be the first to review Parker Wealth Management.
Write a Review
