Newpark Wealth Management is a fiduciary financial advisory firm in Park City, Utah, serving individuals over age 50 as they approach and move through retirement. The firm is led by a CERTIFIED FINANCIAL PLANNER™ and focuses on helping clients understand their goals, prepare for retirement, and manage their finances with a plan tailored to their needs.

Its services include retirement income planning, coordinating retirement accounts, Social Security timing, Roth conversion strategies, and investment management. Newpark helps clients estimate how much they may need and when, determine how much to save and invest, and select investments that support their goals. Its stated process begins with identifying goals and establishing a plan before creating a portfolio. The firm also emphasizes helping clients stay on track through changing market conditions, while noting that it cannot reliably forecast the economy, time markets, or predict which funds will outperform.

Newpark offers in-person and remote meetings, including Zoom, and invites prospective clients to schedule a 20-minute call or request a free financial assessment.