Pack Private Wealth, LLC

PACK Private Wealth is a registered, fee-based investment adviser that provides discretionary wealth management, investment management, and financial planning to individuals, high-net-worth clients, trusts, and estates. The firm manages roughly $326 million for about 222 clients and typically bills on a percentage-of-assets basis while delivering portfolio management for individual accounts.

The firm’s investment process is client‑specific and generally long‑term oriented, using fundamental and technical analysis to construct portfolios of ETFs, mutual funds, individual stocks and bonds, and—when appropriate—covered options or limited partnership interests; legacy holdings are sometimes retained for tax or fit considerations. Accounts are monitored continuously with formal reviews at least annually, and the adviser commonly implements strategies through accounts held at a recommended custodian under discretionary authority.

A notable distinction is the firm’s affiliated private‑capital activity: it operates an entity established to make capital investments in companies, projects and real estate and is involved with a 55+ housing development vehicle, arrangements for which generate equity interests or cash‑flow compensation for the firm’s ownership. The firm also discloses that advisory personnel maintain separate insurance-licensing activities that produce commission income, and these outside business activities are identified as potential conflicts of interest in its disclosures.