Parks Wealth Management

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.

Offering the Highest Appreciation this Memorial Day    On Memorial Day, we honor those who laid down their lives in serv...
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.

Celebrating Our Sources of Strength this Mother’s Day!  On this Mother’s Day, we celebrate the unwavering strength, love...
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!

It’s a fun and festive week at PWM! 🎉We have the pleasure of celebrating two birthdays this week, which gives us the per...
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? 🍼

Parks Wealth Management is honored to be recognized among LPL Financial's distinguished advisors for our work in 2025. T...
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.

Happy St. Patrick's Day!Saint Patrick said, “Luck is when an opportunity comes along and you’ve prepared for it.”The man...
03/17/2026

Happy St. Patrick's Day!

Saint Patrick said, “Luck is when an opportunity comes along and you’ve prepared for it.”

The man who eventually became known as Saint Patrick was actually not named Patrick. His name was Maewyn Succat. He was also not Irish, rather he was British and captured at the age of 16 and taken to Ireland, where he was held captive for six years. He escaped and returned to Britain, but eventually returned to Ireland as a missionary and is widely credited with converting much of Ireland to Christianity.

Legend has it that he changed his name to Patrick, which comes from the Latin word for “father figure.” While St. Patrick’s Day was originally a feast day to honor Saint Patrick on the anniversary of his death, drinking became a tradition because the feast day often fell during the 40 days of Lent, and Catholics were excused for the day from abstaining from alcohol.

Some fun facts about St. Patrick’s Day to bring up over pints of Guinness this year:

• The first St. Patrick’s Day parade was actually in what is now St. Augustine, Florida in 1601.

• According to Irish Lore, Saint Patrick banished all the snakes out of Ireland after they attacked him during a 40-day fast.
However, scientists maintain there were never snakes in Ireland.

• The shamrock associated with Saint Patrick has three leaves which represent the Holy Trinity (the Father, the Son and the Holy Spirit).

This St. Patrick’s Day, we wish you all the luck in the world, and we’re here to help you prepare when you’re ready.

❤️❤️❤️A thoughtful Valentines Day Reminder❤️❤️❤️Valentine’s Day is often about celebrating the people and relationships ...
02/14/2026

❤️❤️❤️A thoughtful Valentines Day Reminder❤️❤️❤️

Valentine’s Day is often about celebrating the people and relationships that matter most. It’s also a meaningful time to reflect on how planning and communication can help support what you care about—today and in the future.

Whether you’re partnered or single, taking a moment to review key elements of your financial plan—such as beneficiaries or emergency savings—can be a simple but powerful way to show care for yourself and those you love. For couples, open conversations about money can also help strengthen trust and shared goals.

If you’d like help reviewing any part of your financial plan or want to talk through next steps, we’re always here for you.

Wishing you a happy Valentine’s Day 💘

We are grateful to Bill and our friends at Modern Bagel Cafe in Fair Lawn, NJ, for their thoughtful gift of freshly made...
12/16/2025

We are grateful to Bill and our friends at Modern Bagel Cafe in Fair Lawn, NJ, for their thoughtful gift of freshly made bagels and cream cheese spreads. We appreciate our lasting friendship and partnership. Warmest holiday wishes! (Shown: Jonathon Allen, CFP, PWM Wealth Advisor and Daniel Parks, PWM Relationship Manager)

Wishing Richard a wonderful birthday today! Thank you for your unwavering dedication at PWM for the last 21 years! May y...
11/28/2025

Wishing Richard a wonderful birthday today! Thank you for your unwavering dedication at PWM for the last 21 years! May your day be filled with joy and celebration! 🎉

It was a delightful day at our annual PWM Thanksgiving Pie Giveaway! Thank you to our valued clients and friends for you...
11/26/2025

It was a delightful day at our annual PWM Thanksgiving Pie Giveaway! Thank you to our valued clients and friends for your trust and friendship. Happy Thanksgiving to all! 🍁🦃🥧

Happiest of birthdays to you Jim Parks on this Election Day! You’re a shoo-in for the best birthday ever, you’ve got our...
11/04/2025

Happiest of birthdays to you Jim Parks on this Election Day! You’re a shoo-in for the best birthday ever, you’ve got our vote! 🎉🗳️✅

September means back to school! 📚✏️ To celebrate, here are some classic throwback photos of Jim and Jonathon from their ...
09/17/2025

September means back to school! 📚✏️ To celebrate, here are some classic throwback photos of Jim and Jonathon from their grammar school days. Who else remembers those first-day jitters and big smiles? We hope all your kids are off to a wonderful start to their school year!

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

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