Park West Wealth Management

01/14/2026

We are excited to announce that Forbes magazine has named Park West Wealth Management as one of their 2026 Best-in-State Wealth Management Teams list. We are so proud to work on a team where everyone is devoted to looking out for our clients, their families and all they have worked to achieve, especially when life becomes unpredictable. Join us in celebrating this amazing accomplishment!!!!

https://bit.ly/49CT7xt

09/19/2025

🎉 Team Spotlight: Brent Roehrich, CFP®️ 🎉

We’re proud to announce that Brent Roehrich has officially earned the CERTIFIED FINANCIAL PLANNER®️ designation, recognized by the CFP Board.

This achievement is a testament to Brent’s dedication to professional excellence and client-first financial planning. The CFP®️ certification requires 📚 rigorous coursework, 🧠 a comprehensive exam, and 💼 thousands of hours of experience — and Brent rose to the challenge!

Brent works closely with young professionals and business owners, helping them make confident, strategic financial decisions. From building wealth and managing cash flow to planning for retirement and succession, Brent brings a personalized, client-first approach to every relationship.

📍 Based in Montclair, NJ — Brent serves clients locally as well as virtually across the U.S.

We’re proud to have Brent on the Park West team. Reach out today to learn how he can help you take control of your financial future.

Learn more about Brent ➡️ https://bit.ly/4gBaQse

02/26/2025

We’re proud to announce that Kevin Grauer a financial advisor with Park West Wealth Management a private wealth advisory practice of Ameriprise Financial Services has reached a career milestone through the Circle of Success program at Ameriprise Financial. The Diamond Ring achievement recognizes advisors for their longstanding commitment to meeting and exceeding the needs of their clients and delivering high-quality service. Kevin was one of only 58 Ameriprise advisors to achieve this milestone in 2024. Congratulations, Kevin!

Kevin Grauer is an Ameriprise Private Wealth Advisor serving the Montclair, NJ area. Get the personal financial advice you need to achieve your goals.

02/19/2025

We’re proud to share that Matthew Graf has earned a spot in the Ameriprise Financial Circle of Success Hall of Fame – the lifetime achievement award at Ameriprise. This award recognizes Ameriprise advisors who have achieved years of consistently high performance in meeting and exceeding the needs of their clients and delivering high-quality service. Fewer than 4% of Ameriprise advisors have earned this distinction. Matt is one of just 35 new Hall of Fame members to achieve this milestone in 2024. Join us in congratulating Matt on this outstanding achievement!

Matthew G Graf is an Ameriprise Private Wealth Advisor serving the Montclair, NJ area. Get the personal financial advice you need to achieve your goals.

01/24/2025

I’m proud to announce that Forbes has included Park West Wealth Management on their 2025 Best-in-State Wealth Management Teams list. What an incredible honor – one that recognizes our entire team’s commitment to providing financial advice that helps our clients focus on their goals in both the short and long term. Thank you to our extraordinary team and clients.

Park West Wealth Management is an Ameriprise private wealth advisory practice in Montclair NJ. Get the personal financial advice you need.

01/16/2024

We’re excited to announce that Forbes magazine has named Park West Wealth Management as one of their 2024 Best-in-State Wealth Management Teams. We are so proud to work on a team where everyone is devoted to looking out for our clients, their families and all they’ve worked to achieve, especially when life becomes unpredictable. Join us in celebrating this magnificent accomplishment!

Park West Wealth Management is an Ameriprise private wealth advisory practice in Caldwell NJ. Get the personal financial advice you need.

10/05/2023

What financial goals do you have for the future?

10/02/2023

In honor of , take a moment to pause and review your finances. Are you on track to meet your financial goals? Let’s connect.

09/23/2023

Happy Fall! What’s your favorite autumn activity?

09/22/2023

Help ease the stress on yourself, your family or other beneficiaries by keeping your financial information up to date and in one place. Let’s review your accounts together.