Ryan Furlong, CFP®
At Parkwoods Wealth Partners, we specialize in providing personalized and compassionate financial guidance to help you achieve your unique financial goals. With decades of experience, our team is dedicated to understanding your individual needs and aspirations, ensuring that every financial decision aligns with your values and long-term objectives. 
Our Services:
• Wealth Planning: We offer personalized financial plans that ensure your future is secure and your goals are achievable. By understanding your unique needs, we help you navigate financial complexities with confidence. 
• Portfolio Management: Our expert team optimizes your investments to align with your long-term objectives, maximizing returns while managing risk. We provide continuous monitoring and adjustments to keep your portfolio performing at its best. 
• Transferring Wealth: Our strategies ensure that your legacy is preserved and passed on smoothly to your loved ones. We help you navigate the intricate financial, tax, and legal aspects of wealth transfer, providing peace of mind that your family’s future is secure. 
At Parkwoods Wealth Partners, we consider wealth management to be a personal journey and work hard to put the “personal” back in “personal finance.” By working with us, you will not only have confidence in your plan, but you’ll also have confidence that your team is here for you and your family, every step of the way. 
Our commitment to integrity and excellence guides us in safeguarding your wealth and securing a prosperous future for you and your loved ones. 
Imagine having a trusted partner by your side, someone who truly understands your goals and values. That’s our mission at Parkwoods Wealth Partners. We take the time to listen to your story, understand your dreams, and build towards your vision for the future. Our commitment to transparency and integrity means you can rely on us to guide you through every step of your financial journey. 
By partnering with us, you’re not just investing in your financial future; you’re investing in a better life for you and your family. We work closely with you to ensure that every financial decision aligns with your values and long-term goals. 
Contact us today to start your journey towards financial confidence and a secure future.
Our Services:
• Wealth Planning: We offer personalized financial plans that ensure your future is secure and your goals are achievable. By understanding your unique needs, we help you navigate financial complexities with confidence. 
• Portfolio Management: Our expert team optimizes your investments to align with your long-term objectives, maximizing returns while managing risk. We provide continuous monitoring and adjustments to keep your portfolio performing at its best. 
• Transferring Wealth: Our strategies ensure that your legacy is preserved and passed on smoothly to your loved ones. We help you navigate the intricate financial, tax, and legal aspects of wealth transfer, providing peace of mind that your family’s future is secure. 
At Parkwoods Wealth Partners, we consider wealth management to be a personal journey and work hard to put the “personal” back in “personal finance.” By working with us, you will not only have confidence in your plan, but you’ll also have confidence that your team is here for you and your family, every step of the way. 
Our commitment to integrity and excellence guides us in safeguarding your wealth and securing a prosperous future for you and your loved ones. 
Imagine having a trusted partner by your side, someone who truly understands your goals and values. That’s our mission at Parkwoods Wealth Partners. We take the time to listen to your story, understand your dreams, and build towards your vision for the future. Our commitment to transparency and integrity means you can rely on us to guide you through every step of your financial journey. 
By partnering with us, you’re not just investing in your financial future; you’re investing in a better life for you and your family. We work closely with you to ensure that every financial decision aligns with your values and long-term goals. 
Contact us today to start your journey towards financial confidence and a secure future.
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Are You Our Ideal Client?
We work best with people & businesses that fall into these categories.
Clients who would be a good fit
Executives and founders who are looking for more tax efficient financial planning and someone to help with all the things their accountant won’t.
Clients who wouldNOTbe a good fit
Those who don't want investments accounts managed on their behalf
Minimum Financial Requirements
Annual Income
No minimum required
Investable Assets
No minimum required
Client Specialties
Services Offered
Service Pricing
Percentage of Assets (AUM)
0% to 1%
Meeting Options
In person meetings
Video meetings
Phone
About Ryan Furlong, CFP®
Tax Efficient Wealth Management for families who want to leave a legacy.
Disclaimer
Sam’s List is a platform that connects users with independent financial professionals, including accountants, bookkeepers, fractional CFOs, and financial advisors. Sam’s List does not provide, endorse, or guarantee any financial, accounting, or investment services. Some professionals on this platform participate in paid programs for additional visibility or leads. Users are responsible for conducting their own due diligence before engaging with any professional. Learn more in ourTerms of Service.
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