ABOUT

Financial security, good health, and strong social relationships are key components of well-being. It’s all connected!

I started Parkway Wealth to help people take control and feel confident about their financial future, so that they can enjoy life more fully. My career in financial services began over 25 years ago, when I accepted an entry-level customer service role with a mutual fund company. I vividly recall an early training session about investing, saving for retirement, and the power of financial literacy. I was astonished to learn that one has choices, and some control over their financial well-being. While I felt empowered with this knowledge, I immediately thought of my own mother who was a Registered Nurse, but not engaged in the household finances …..and suffered greatly as a result.

I chose to advance my financial planning knowledge further and earned the CERTIFIED FINANCIAL PLANNER ™ professional certification. My business has a focus on women, and their unique financial challenges. Women have more choices than ever before, and more responsibility for their financial well-being. Despite this increased role and responsibility, many women feel uncomfortable discussing finances. At Parkway Wealth, we work together to understand your questions, concerns, hopes, and fears. Financial planning is about freedom and choices. We will establish a plan that gives you confidence, clarity, and the knowledge that you are making informed decisions for a lifetime of financial well-being.

Do you have financial questions? Contact me anytime. Initial consultations are always complimentary, and give us an opportunity to see if there is a connection that may warrant further conversations.

Investment Advisory Services are provided under Private Advisor Group,  A Registered Investment Advisor. Please find additional detail and Form ADV at www.privateadvisorgroup.com.

Panel Discussion on Community and Defining Success

Financial Well Being: Physical Health, Financial Stewardship & Community Connections

SERVICES

  • Financial Planning
  • Retirement Planning
  • Education
  • Investments
  • Insurance
  • Giving
  • Socially responsible investing
  • Financial well being

IN THE COMMUNITY

Tough Ruck

Tough Ruck

Parkway Wealth is pleased to support “Tough Ruck Boston 2024.” A 26.2 mile ruck honoring America’s Fallen military and First Responders.

Holy Name Parish School

Holy Name Parish School

Parkway Wealth in the community and supporting Holy Name Parish School. Thanks to the parents and volunteers put together this successful fundraiser, and memorable event for the students.

Parkway YMCA Board

Parkway YMCA Board

Ellen was recognized for years of service on the Parkway Y Board.Celebrating with fellow Board members Lou Falcone & Freddy Gillis.

Holiday Dinner deliveries to local Families in Need

Holiday Dinner deliveries to local Families in Need

Parkway Wealth in the community delivering holiday dinners and supporting MMJ Families in Need. This local group named for beloved Mary Mulvey Jacobsen is dedicated to serving our neighbors during difficult times.

Invest in Others Gala

Invest in Others Gala

Lovely evening at the Westin Boston Seaport packed with industry peers, finalists who are recognized and awarded for their nonprofit work across our industry.

PTC Speaker: Improving Financial Literacy

PTC Speaker: Improving Financial Literacy

Ellen was pleased to be the Speaker for the Early Career Group and the Women of PTC Roundtable where she discussed the importance of financial literacy

Annual 2023 Corrib 5K

Annual 2023 Corrib 5K

The tradition continues: we are thrilled to be a part of the Parkway community and to be a sponsor of the Corrib 5K and Corrib Charitable Trust again this year.

CONTACT US

Ellen Duffy CFP™
Parkway Wealth Mgmt.
Located at

20 McKenna Terrace
Suite 303
West Roxbury, MA 02132