Tucson, AZ Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Parkwoods Wealth Partners, LLC
Team
Firm-wide stats for Parkwoods Wealth Partners, LLC
About
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.
Based on Parkwoods Wealth Partners, LLC
Expertise
Based on Parkwoods Wealth Partners, LLC
Location
4703 E. Camp Lowell Drive, Suite 135
Tucson AZ 85712
Advisors at this office
4
Advisors at this office
Patrick Z
CFP®, Series 65
Tucson, AZ
Parkwoods Wealth Partners, LLC
Patrick Zumbusch is a CFP® professional with 18 years of industry experience, currently serving at Parkwoods Wealth Partners, LLC since 2026. He previously worked with Wellspring Financial Partners from 2011 to 2026 and Wellspring99 LLC from 2012 to 2016. Parkwoods Wealth Partners works with individuals, qualified retirement plans, nonprofits, foundations, and corporations, providing investment management, retirement plan consulting, and financial planning. The firm follows a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations primarily through mutual funds, ETFs, and fixed-income ladders.
Timothy F
Series 65
Tucson, AZ
Parkwoods Wealth Partners, LLC
Timothy Fleshman is a financial advisor at Parkwoods Wealth Partners, LLC in Tucson, AZ, holding a Series 65 designation with one year of industry experience. He previously worked at Wellspring Financial Partners and Brandvia Alliance. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations with investment management, retirement plan consulting, financial planning, and employee financial-wellness services. The firm applies a long-term investment approach based on Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations primarily through mutual funds, ETFs, and fixed-income ladders, and offers both discretionary and non-discretionary portfolio management.
Michael K
Series 65
Tucson, AZ
Parkwoods Wealth Partners, LLC
Michael Kochanski is a financial advisor at Parkwoods Wealth Partners, LLC in Tucson, AZ. He holds the Series 65 designation and has recently begun his advisory career. His prior experience includes roles at Modern Wealth Management and Yuma and Imperial Valley Wealth Management, as well as teaching positions at the University of Arizona and other educational institutions. Parkwoods Wealth Partners serves individuals, qualified retirement plans, nonprofits, foundations, and corporations with investment management, retirement plan consulting, and financial planning. The firm’s long-term investment approach is based on Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations primarily through mutual funds, ETFs, and fixed-income ladders.
Deirdre K
Series 63, Series 65
Tucson, AZ
Parkwoods Wealth Partners, LLC
Deirdre Kochanski is a financial advisor at Parkwoods Wealth Partners, LLC with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Wellspring Financial Partners and Wellspring99, LLC. Parkwoods Wealth Partners serves individuals, qualified retirement plans, not-for-profit organizations, foundations, and corporations by providing investment management, retirement plan consulting, financial planning, and employee financial-wellness services. The firm’s long-term investment approach is based on Modern Portfolio Theory and efficient-market principles, utilizing diversified allocations mainly in mutual funds, ETFs, and fixed-income ladders.
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