San Ramon, CA Office

Parkwoods Wealth Partners works with individuals (including high‑net‑worth clients), qualified retirement plans, not‑for‑profit organizations, foundations, and corporations to provide investment management, retirement plan consulting, and financial planning, as well as employee financial‑wellness services. The firm delivers both discretionary and non‑discretionary portfolio management, may engage sub‑advisors, and offers project‑based or ongoing financial planning engagements.

The firm’s investment approach is long‑term and grounded in Modern Portfolio Theory and efficient‑market principles, favoring diversified allocations implemented principally with mutual funds, ETFs (including Dimensional funds), and conservative fixed‑income ladders; client objectives and constraints are documented in Investment Policy Statements and asset allocation may be evaluated using Monte Carlo simulation. Portfolios are monitored and rebalanced as appropriate, and plan engagements can include ERISA 3(38) discretionary services or participant education and advice under ERISA 3(21).

Compared with many team firms, Parkwoods is affiliated with an accounting firm (Shore & Company, P.C.), operates an educational media offering (3MinuteMoney), and offers a packaged employee financial‑wellness program for employers, which together extend its advisory and education capabilities beyond typical portfolio management. The firm also provides a shared‑services platform to other RIAs and discloses the use of third‑party marketing and introduction arrangements—features and a multi‑office operational footprint that are less common among peers.