Parkworth Wealth Management

Parkworth Wealth Management is a fee-only wealth management firm headquartered in Los Gatos, California. Founded in 2003, the company is comprised of four employees and generates annual revenue of $2.5 million. Parkworth Wealth Management provides a comprehensive suite of financial services to executives and professionals, including financial planning, investment management, retirement planning, benefits analysis, education planning, tax strategies, estate planning, charitable planning, and asset protection and risk management. The firm specializes in serving the unique needs of tech professionals, assisting them with stock options, restricted stock units (RSUs), employee stock purchase plans (ESPPs), and deferred compensation plans. In addition to individual clients, Parkworth Wealth Management offers retirement plan services to corporations and businesses. Their services encompass selecting service providers, monitoring plans, conducting employee enrollment and education, assisting with administration, and helping businesses fulfill their fiduciary duties. For more information about Parkworth Wealth Management and its services, visit their website at parkworth.com.