Who We Serve & And How We Can Help

We all know that money makes the world go round, but when it comes down to it, we really just want to know that we can live the life we want and enjoy the fruits of our labor. We want to have enough money to confidently face life’s challenges and leave a legacy for the people and causes we care about. And since that’s going to look different for everyone, a one-size-fits-all approach won’t work for you. 

At Parkwoods Wealth Partners, we understand that every person’s situation is unique, which is why our plans begin and end with you. Our mission is to help people get their best life possible with the money they have. 

Planning for retirement can be overwhelming, and we’re willing to bet that you’ve experienced fear, anxiety, or worry about the future that’s kept you up at night. That’s no way to live. For the past 20 years, we have been dedicated to providing our clients with customized strategies and unbiased, evidence-based advice that puts them first in everything we do. Before we even look at the numbers, we build a foundation with you at the center—your hopes, your dreams, and your life circumstances. Our goal is to transform the wealth management experience from being about money to being about you. We want to put the “personal” back into “personal finance”.

Our experience serving clients from all walks of life has shown us that the three biggest financial concerns people face are having enough money in retirement, providing for their families, and maintaining their health. Those are heavy burdens to carry. Our gift to our clients is to help them carry the load so they can focus on what’s most important to them, to free up their time and energy so they can invest in what truly fulfills them, whether that’s focusing on their career, giving back to their community, spending time with family, or pursuing other interests and hobbies. 

While we serve a wide range of clients, we focus our services on small business owners and professionals. Our clients may come from different backgrounds and be at different stages of life, but they do have some things in common. Namely, they are family-oriented. They want to take care of their family members now and leave a legacy for future generations. They are down-to-earth individuals and hard workers who have built their wealth over time with wise decisions and want to make sure they won’t run out of money when they retire. And they know the value of delegating. They want to outsource financial management to someone who knows what to look for and how to prepare so they can be confident in their future. 

Our clients know that there is more to money than just a number to attain. It transcends customary numbers and graphs. They want a financial plan that aligns with their values and lifestyle. That’s why we go beyond expectations and provide life coaching and behavioral coaching to ensure our clients are on the right path to their desired life and that their money has a purpose.  

We know that there are plenty of advisors out there. What sets us apart is the long-term relationships we build with our clients, the care we pour into them, and the objective perspective we bring to the table. Our clients know they can rely on us to truly listen and give them the knowledge they need to cover their bases. We pride ourselves on our proactive, authentic approach and the invaluable order we bring to peoples’ financial lives. 

You can’t put a price on confidence. If you have questions or concerns about your money, whether you’re on track toward your goals, or anything that’s causing you financial worry, reach out to me at jeff.campbell@parkwoodswealth.com. 

Jeff Campbell is a Wealth Advisor with Parkwoods Wealth Partners, a financial planning firm committed to providing services and advice that puts you, your family, and your values and goals first. With 25 years of experience in the financial industry, Jeff is passionate about building relationships with his clients, coaching them to make solid financial decisions and guiding them as they work toward the financial future of their dreams. He is known for being a good listener and providing clarity and confidence as he helps business owners secure their retirement and live their best life. Jeff has a bachelor’s degree in Economics from the University of Richmond. When he’s not working, Jeff loves spending time with his wife, Caitlin, his two children, Paige and Colin, and his extended family. He enjoys golfing, traveling, playing the guitar, and seeing live music. To learn more about Jeff, connect with him on LinkedIn .

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