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Parks Wealth Management

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United States
Ridgewood, NJ
Parks Wealth Management

Parks Wealth Management is an independent wealth management firm. -Securities offered through LPL Financial, Member FINRA/SIPC. www.finra.org, www.sipc.org.

Investment advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Parks Wealth Management are separate entities from LPL Financial.
-Third party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial m

ay discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

08/25/2026

Jim and Daniel recently attended LPL Financial’s annual flagship FOCUS educational conference offering them a wonderful opportunity to learn from experts and peers and gain new insights. As a member of the LPL Government Relations Advisor Board, Jim also had an opportunity to speak on a panel about the benefits of advocating on behalf of our clients and our industry. The PGA of America and LPL Financial announced a new four-year partnership naming LPL as the official wealth management and investment advisory partner across the PGA of America’s Major Championships, as well as programs and events for veterans.

08/12/2026

There’s nothing quite like a little one’s smile to brighten the day! We loved having Jonathon’s adorable son Cameron visit us here at PWM yesterday!

07/03/2026

Happy Fourth of July!

Independence Day, or the Fourth of July, is the celebration of our nationhood and the passage of the Declaration of Independence on July 4, 1776.

This Fourth of July, we hope you are able to celebrate with your loved ones and unwind.

Some great ways to celebrate this year include:
• Visit a local history museum to learn more about your own town’s history
• Host or attend a local bike parade where the kids can decorate their bikes in red, white and blue.
• Find any parks or museums offering free admission and visit them.
• Take some time and write down what freedom means to you.

We hope that on this celebration of freedom, you make a promise to yourself that you will continue your hard work to keep on the path to your own financial freedom. And if you need help with that, we are here for you.

We wish you a safe and fun Independence Day!

06/21/2026

Wishing you a joyous and meaningful Father’s Day!

On this Father’s Day, we reflect on the wisdom and quiet strength that fathers impart. They often offer us the sense of direction and stability we need to move forward, teaching valuable lessons that often become the foundation of our personal and financial lives.
From the importance of saving and planning for the future to the value of hard work and resilience, fathers instill virtues that guide us not only in life but also in managing our financial well-being. They teach us to weather life’s storms, to seize opportunities when the winds are favorable, and to stay steady when challenges arise. These lessons remind us that financial health, too, requires both strategy and care.

This Father’s Day, we encourage you to honor those lessons by reflecting on your own goals, plans, and progress—whether it’s saving for your family’s future, securing your retirement, or building a legacy.

Happy Father’s Day to you and all the fathers you know and love!

And a wonderful Happy Father's Day wish to these three special PWM Dads!

06/19/2026

Honoring Juneteenth: A Day of Reflection

Juneteenth is a time to gather and celebrate the freedom of the last enslaved Black Americans on June 19, 1865—despite the Emancipation Proclamation having been officially signed on January 1, 1863.

Today, we commemorate Juneteenth and celebrate freedom, resilience, and the continued pursuit of equality for all.

As a reminder, the markets and our office are closed today in observance of the holiday.

Wishing you a meaningful Juneteenth as we honor the past and work toward a brighter future.

06/01/2026

PWM celebrated Jonathon Allen's birthday last week with a very special adorable guest, Cameron Allen. It’s hard to imagine a better birthday gift than the one in your arms! Wishing you a wonderful year filled with happiness, love, and precious family moments.

05/25/2026

Offering the Highest Appreciation this Memorial Day

On Memorial Day, we honor those who laid down their lives in service to our country, ensuring the freedoms we cherish.

And while we reflect on the sacrifices made by so many for our freedom, let us also remember the families of our fallen soldiers. Their loss is immeasurable, as is their bravery and resilience. May we offer our highest appreciation to all those who made the ultimate sacrifice—and their families—this Memorial Day.

As a reminder, the markets are closed today in observance of the holiday.

05/08/2026

Celebrating Our Sources of Strength this Mother’s Day!

On this Mother’s Day, we celebrate the unwavering strength, love, and wisdom that mothers bring into our lives. Whether it’s the lessons they’ve taught us, the sacrifices they’ve made, or the unshakable belief they instill in us, mothers truly are the foundation of so much of our success and happiness.

Just as a mother’s guidance helps us grow and flourish, our goal is to help you nurture and build a secure financial future for you and your family. It’s a privilege to support you in achieving your goals, and I deeply value the trust you’ve placed in me.

Wishing you and your loved ones a beautiful Mother’s Day filled with love, gratitude, and joy!

04/22/2026

It’s a fun and festive week at PWM! 🎉

We have the pleasure of celebrating two birthdays this week, which gives us the perfect excuse to share some laughs, enjoy great treats, and spend time together as a team. Moments like these remind us how lucky we are to work alongside such wonderful people every day. 🎂🥳

Happy Birthday Ania and Daniel! Wishing you both an amazing year ahead filled with success, happiness, and good health!

P.S. Actually there are 3 "birth" days being celebrated here at PWM....can anyone guess who the other belongs to? 🍼

03/24/2026

Parks Wealth Management is honored to be recognized among LPL Financial's distinguished advisors for our work in 2025. This achievement reflects our team's dedication to helping families navigate today's complex financial landscape with confidence. Thank you to our clients for trusting us with their financial journeys – your success drives our commitment to excellence.

Address

148 Prospect Street , 2nd Floor
Ridgewood, NJ
07450

Opening Hours

Monday	8am - 5pm
Tuesday	8am - 5pm
Wednesday	8am - 5pm
Thursday	8am - 5pm
Friday	8am - 5pm

Website

http://www.parkswm.com/

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