It is our hope at Parkwood Wealth Advisors that our daily impact in the community can reach far beyond the services we provide our clients. Giving back – with our time, effort, and resources – is an important part of who we are.

Our mission is to simplify, grow, and protect the financial lives of our clients while making a positive impact on the communities we serve.

In the past year our partners and professionals have made a meaningful impact – individually and as a team – with the following organizations:

• Allegro Foundation
• Atlanta Youth Academy
• Boys and Girls Club of Cleveland County
• Community Cafe USA
• The ALS Association | North Carolina Chapter

We hope our efforts, and the people of Parkwood Wealth Advisors, have made Charlotte, NC and the communities of our clients a better place to live.