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 Aevitas Wealth Management, Inc., A Registered Investment Advisor. Please find additional detail and Form ADV at www.aevitaswm.com.

Services


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

In the Community

Boston Beer Company Annual Shareholder Meeting

Another great shareholder meeting with clients and friends! Sampled some new Sam Adams offerings too!
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YW Boston: Women on the Rise Event 3.27.2019

    Federal Reserve Bank of Boston hosted  an inspiring conversation “Women on the Rise; Beyond Election Day -How Women in Office Are Creating Real Change” featuring several city councilors and elected officials.  Photo l-r: Elizabeth Hoenscheid, CEO Top It
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Recognition for Parkway Wealth!

  Honored to receive this Citation and recognition! Thank you to Senator Mike Rush and Massachusetts State Senate!
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Women & Wealth Cocktail Hour featuring student loan attorney & expert! Join us!

Do you have questions about student loans?  Are you planning on using student loans to help finance a college education? Income based repayment options?   Adam Minsky, ESQ is a leading expert on student loan law providing borrowers with counsel,
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Remembering Mum – the inspiration for my business

Remembering my Mum – Sally “Toby” Duffy. The inspiration for my business 7/8/1938 – 11/27/2018  
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UMass Lowell Women’s Conference Panelist 6.19.18

Really enjoyed discussing women & money at the sold-out U Mass Lowell Women’s Leadership Conference!
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“Women, Wealth & Wine” in Wayland! 5.10.18

Collaborated with a wonderful group of professionals for a fun night discussing women, money & protection!
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Women Amongst Us Tea. 3.10.2018

Celebrating Women’s History Month  at 8th Annual “Women Amongst Us Tea” honoring Boston’s inspirational women. Congrats to the nominees and Boston Women Inc. for hosting another great event
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PARKWAY Y: Customer appreciation & local business spotlight event

Teamed up with friend and fellow Parkway Y Board Member, Ron Mutascio, CPA for  Y customer appreciation event. Raffles, free healthy snacks, and camaraderie while honoring the health -wealth -community connection.
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“Spirits & Spirits Cocktail Hour”

Fun crowd at my “Spirits & Spirits” cocktail hour featuring a group reading by a psychic medium. Lots of hearty laughs, hopeful tears, positive energy flowing, and great connections made with those in the room …and beyond….Happy Halloween!”  
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Appearance on ” The Money Program” A show about dollars and sense.

I had a great time discussing women and money on “The Money Show” with my friend Kate Sullivan. Thanks to the folks at BNN (Boston Neighborhood Network) for the hospitality.
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Contact

Contact Us

Address:

Ellen Duffy CFP™
Parkway Wealth Mgmt.
Located at

10 Laurel Avenue,Suite 100,
Wellesley Hills, MA 02481

20 McKenna Terrace
Suite 303
West Roxbury, MA 02132

Phone:

o. 781-431-7283
c. 617-620-5172

E-mail:

eduffy@parkwaywealth.net