Parkwoods Wealth Partners, LLC

Parkwoods Wealth Partners, LLC Our purpose is to help people get their best life possible with the money they have.

Meet David Nash, MBA, CFP®, Wealth Advisor at Parkwoods.David helps clients make the financial decisions that actually m...
05/27/2026

Meet David Nash, MBA, CFP®, Wealth Advisor at Parkwoods.

David helps clients make the financial decisions that actually matter – tax timing, estate mechanics, equity compensation, and the planning that quietly compounds over years. In our latest spotlight, he shares what clients can expect when they work with him and what keeps him energized about this work.

👉 Read the full spotlight: parkwoods.com/meet-david-nash

You can do everything right – diversify, save consistently, keep costs low – and still have a portfolio that isn't as ta...
05/26/2026

You can do everything right – diversify, save consistently, keep costs low – and still have a portfolio that isn't as tax-efficient as it could be.

The reason often comes down to asset location: which investments are held in which accounts. It's not a glamorous topic, but over the long term it can affect how much of your returns you actually get to keep.

In our latest webinar, Bob French, CFA, breaks down how different account types create different tax outcomes, and what to look for in your own portfolio.

About 30 minutes, available on-demand: https://parkwoods.com/webinar-recording-tax-leak/

Most of us think about what we invest in. Fewer think about where we hold those investments.If you have a brokerage acco...
05/20/2026

Most of us think about what we invest in. Fewer think about where we hold those investments.

If you have a brokerage account, a 401(k), and maybe a Roth IRA, the question of which investments sit in which account can affect the after-tax returns you keep over time.

That's the topic of our latest webinar. Bob French, CFA, walks through how asset location works, why it matters, and how to think about the accounts you already have.

About 30 minutes, available on-demand: https://parkwoods.com/webinar-recording-tax-leak/

Market swings are uncomfortable. That doesn’t mean they require a response.One of the most valuable things a financial p...
04/16/2026

Market swings are uncomfortable. That doesn’t mean they require a response.

One of the most valuable things a financial plan does is give you a framework for staying on course when headlines make it feel like you should be doing something.

parkwoods.com/long-term-investing-during-market-volatility/

Saving for retirement is hard work. Spending confidently in retirement turns out to be harder than most people expect.Th...
04/07/2026

Saving for retirement is hard work. Spending confidently in retirement turns out to be harder than most people expect.

The shift from accumulation to income isn’t just financial – it’s emotional. We wrote about what that transition actually looks like, and what helps.

parkwoods.com/spending-confidence-retirement

If something happened to you tomorrow, would your spouse know where to start?Not just accounts and passwords – but who t...
04/02/2026

If something happened to you tomorrow, would your spouse know where to start?

Not just accounts and passwords – but who to call, which decisions have already been made, what’s settled and what’s still assumed.

We put together a simple guide for couples to think through this together. It’s free and takes about 20 minutes.

go.parkwoods.com/something-happened-tomorrow

Something worth watching this weekend if company stock is part of your pay.Parkwoods Advisor David Nash, CFP® recently h...
03/29/2026

Something worth watching this weekend if company stock is part of your pay.

Parkwoods Advisor David Nash, CFP® recently hosted a free 30-minute session on managing RSUs, ESPPs, and concentration risk. It's a straightforward look at decisions many professionals don't think about until the position has already grown large.

Watch the replay: https://parkwoods.com/webinar-recording-employer-stock/

Missed yesterday's webinar on employer stock? The replay is up.In 30 minutes, Parkwoods Advisor David Nash, CFP® covered...
03/25/2026

Missed yesterday's webinar on employer stock? The replay is up.

In 30 minutes, Parkwoods Advisor David Nash, CFP® covered how RSUs and ESPPs work in practice, why concentration risk is easy to overlook, and how to think about diversification decisions more clearly.

Watch it here: https://parkwoods.com/webinar-recording-employer-stock/

Address

222 South Central Avenue
Clayton, MO
13204

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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