At Cordingley & Parkinson Wealth Management, we've been serving clients in Idaho and across the U.S. for over 30 years, providing holistic financial and retirement planning, investment management, and sophisticated tax and estate planning. We simplify the complex, build warm, lasting relationships, and are committed to paying it forward … and back.
We simplify financial planning by covering everything from savings and retirement to estate and charitable giving. Our goal is to create a clear, personalized plan that fits your unique goals and life dreams.
We create and manage a portfolio tailored to your financial goals. We manage asset selection, diversification, and monitoring, aiming to grow and protect your wealth.
We create plans that aim to manage your tax liabilities and grow your wealth with intention. Our strategies integrate tax-efficient investments, retirement planning, and estate planning to support your long-term financial goals.
We help you navigate decisions on savings strategies, Social Security, and income distribution to help give you confidence in your retirement years.
We work with your legal representative to ensure your plan includes efficient wealth transfer, mitigates taxes, and provides for your loved ones. We guide you through key decisions to help protect your legacy.
Disclaimer: Cordingley and Parkinson Wealth Management and LPL Financial do not provide legal/tax advice or services. Please consult your tax or legal advisor regarding your specific situation.
CFP® & CPA Professionals & Advanced Degrees
As financial fiduciaries, we act in your best interest always
We have a diverse team of experienced professionals
