Parallel Wealth Management is an IRS Enrolled Agent and fiduciary financial planner. Your portfolio and your long-term financial picture are managed by the same mind — with the same goals in view.
The typical advisor sends you to your CPA for tax questions and a separate specialist for investment ones. Our EA credential means tax strategy is built into every planning decision — not handled by a separate firm.
When tax expertise is part of the core planning conversation, nothing slips between the cracks. Roth conversions, bracket management, and withdrawal sequencing are shaped by an advisor who holds an IRS credential — not just a passing familiarity with tax concepts.
Every investment decision is made with tax implications already on the table — not discovered at year-end. Harvest losses, manage brackets, structure withdrawals. All of it, planned in advance.
One advisor who knows your complete picture — the balance sheet, the tax returns, the retirement timeline, the entity structure. Not a committee. Not a referral network. You.
Each service is built to work with the others — because real financial planning doesn't happen in silos.
Portfolio construction and ongoing management aligned to your risk profile, time horizon, and — critically — your tax situation. We hold Custodied assets through regulated channels with full transparency.
Learn moreRetirement income modeling, Social Security timing, estate coordination, and long-term strategy. We build plans that account for the full arc of your financial life — including the years after you stop working.
Learn moreAs an IRS Enrolled Agent, tax expertise is woven into every financial planning decision we make. For dedicated tax preparation and filing, we coordinate with our sister company Parallel Tax — so clients have seamless access to both planning and preparation under one relationship.
About the EA credentialAn Enrolled Agent is a federally authorized tax practitioner licensed directly by the IRS — the highest credential the IRS grants to non-attorney tax professionals. Unlike a state-licensed CPA, an EA's authority is federal and unlimited in scope.
For you, that means every investment decision, withdrawal strategy, and financial plan is built by an advisor with genuine federal tax authority — one who can translate the tax code directly into your planning outcomes, not one who has to defer that conversation elsewhere.
Every client has access to a secure, institutional-grade client portal through Altruist — giving you a live view of your portfolio performance, account statements, and planning documents in one place.
No black boxes. No quarterly-only updates. You have access to your financial picture on your schedule.
A discovery call takes 30 minutes. We'll talk through your situation, explain our process, and tell you honestly whether we're a fit — no obligation.