Park West Wealth Management

In our practice, we provide personalized financial advice to help you manage the impact of taxes over your lifetime and beyond. Working with your tax professional and using our exclusive Confident Retirement® approach, we consider options such as Roth IRA conversions and other tax-free investments,tax-free college savings plans and charitable gift-giving, tax diversification and tax-efficient withdrawals from retirement accounts. Together, we can help you meet your financial future with more confidence.



Advisors

Matthew G Graf

Matthew G Graf

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Matthew G Graf's website
Kevin Grauer

Kevin Grauer

CFP®, CRPC®, APMA®

Private Wealth Advisor

Managing Director
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TJ Spizzo

TJ Spizzo

CFP®, CRPC®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit TJ Spizzo's website
Eric H Friedman

Eric H Friedman

CFP®, APMA®, CRPS®

Financial Advisor

Vice President
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Dan Kane

Dan Kane

CFP®, CRPC®, APMA®

Financial Advisor

Associate Vice President
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Robert Adler

Robert Adler

Financial Advisor

Vice President
Visit Robert Adler's website

Team

Rich Wu

Rich Wu

Registered Practice Associate

Qualifications

  • Bachelor of Science in Math - Rutgers University
  • Licenses: Series 7, 66, NJ Life, NJ Accident & Health, NJ Long Term Care
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Belina Libritz

Belina Libritz

Registered Client Service Associate

Brent Roehrich

Brent Roehrich

Registered Client Service Associate,

Financial Planning Associate
Kathy Danielson

Kathy Danielson

Registered Client Service Associate