Parks Wealth Management

Parks Wealth Management is an independent wealth management firm in Wyckoff, NJ, located at 148 Prospect St 2nd Floor. The firm holds a 5.00 rating based on customer reviews. While the website title references Ridgewood, NJ, the business address is in Wyckoff. The team includes President and Wealth Advisor James T. Parks, CFP®, AIF®, and Wealth Advisor Jonathon M. Allen, CFP®. Client services are led by Ania Karcher, Director of Client Services, with Richard Kjetsaa, Ph.D., serving as Planning Assistant and Daniel Parks as Client Relationship Manager. Business administration is managed by Felicia Parks, Director of Business Administration, and Kaitlin Mardula, Administrative Associate.

The firm emphasizes a holistic approach, focusing on helping clients pursue life goals beyond just wealth. They offer 24/7 tracking of personal finances and financial goal status. As independent advisors, they have no obligation to sell proprietary investment products. Services include investment management through diversified portfolio construction and automatic rebalancing. They provide recommendations for retirement accounts such as 401k, 403b, and IRA, along with stock option planning and tax planning to maximize wealth. Additional services cover pension analysis, retirement projections using sophisticated models, college planning, estate planning, cash flow and budgeting, and life and long-term care insurance planning.

Parks Wealth Management works with a diverse group of families to provide confidence in their financial lives. They pride themselves on a true family environment and offer phone call and screenshare meetings to accommodate scheduling and distance. The firm aims to simplify financial lives by acting as a personal CFO. They help clients identify short and long-term goals, manage debt, save for education or homes, and fund a comfortable retirement. Their process involves honest conversations to understand unique beliefs about money, striving for a balance between spending, saving, and investing to experience an enjoyable life and leave a lasting legacy. The team is empowered to make decisions to provide the best possible service and solve problems as they arise.

BizScoreAI gives Parks Wealth Management a Discoverability score of 100 out of 100, ensuring AI crawlers can access every page so the firm is found before recommendations are made. The business also earns an On-Page score of 83 out of 100, which aligns page titles and descriptions with the specific searches customers perform.