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7600 Jericho Turnpike, Suite 302, Woodbury, NY 11797

516-279-5828
jonathan@parkbridgewealth.com
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Industry Recognized Thought Leadership

Industry Recognized Thought Leadership

Jonathan I. Shenkman, AIF®, President and Chief Investment Officer of ParkBridge Wealth Management, is a prolific contributor in the field of personal finance. Clients benefit from his insights through creative investment and financial planning strategies to fit their needs.

Lifelong Guidance

Lifelong Guidance

PWM applies a holistic approach and fiduciary process to managing wealth.

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Our Process

We create strategies that are tailored to your needs and goals.

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About ParkBridge

Years of experience have prepared us to guide you through your life transitions.

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Our Philosophy

Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.

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Explore Resources by Topic

We offer a full range of investment and financial services and have access to a wide array of solutions.

Lifestyle

Striking a balance between work and leisure is just one aspect of the wide-ranging, lifestyle-related matters relevant in today's world.

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Retirement

Enjoy the fruits of your labor. We can help you build a retirement strategy that is sure to keep you excited about for what’s to come.

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Investment

Smart investing doesn’t have to be complicated. Understanding strategies may help you avoid common pitfalls.

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Estate

A sound estate program can help protect your family from the financial consequences of life's unexpected events.

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Tax

Managing your money involves more than simply making and following a budget.

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Cash Flow

We’ll analyze your cash flow situation to calculate if you’re on track for retirement and help ensure your peace of mind.

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