Parallel Wealth Management is a fee-only, fiduciary financial advisory practice serving retirement-focused individuals and business owners. Its approach brings investment management, financial planning, and tax-aware strategy together, giving clients one accountable relationship for their broader financial picture. The firm is led by an IRS Enrolled Agent, a federally authorized tax practitioner, and is a registered investment advisor.

Services include portfolio construction and ongoing investment management tailored to a client’s risk profile, time horizon, and tax situation; financial planning covering retirement income, Social Security timing, estate coordination, and long-term goals; and tax-aware planning that considers issues such as Roth conversions, tax brackets, withdrawal sequencing, and business entities. For tax preparation and filing, the firm coordinates with its sister company, Parallel Tax.

Clients can use a secure Altruist portal to view portfolio information, account statements, and planning documents, store files, and message their advisor. Parallel Wealth Management offers discovery calls for prospective clients to discuss their circumstances, learn about its process, and assess whether the practice is a suitable fit.