A complete list of active advisors currently associated with Packard Wealth Strategies LLC

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Packard Wealth Strategies provides discretionary investment management, financial planning, wealth management, and targeted financial consulting for individuals, high‑net‑worth clients, charitable organizations, corporations, and employer‑sponsored retirement plans. The firm identifies a primary client focus on veterans, service members, and their families and also offers discretionary management for donor‑advised fund accounts. The firm structures engagements around a priorities‑driven Financial Policy Statement that integrates liability‑driven asset allocation and explicit funding priorities, then implements portfolios using an evidence‑based approach grounded in Modern Portfolio Theory. Portfolios typically combine passively managed funds and structured strategies designed to capture size, value, and momentum tilts; Packard Wealth also uses third‑party managers and sub‑advisers, including separately managed accounts and a sub‑adviser‑managed box‑spread option strategy for suitable clients. Distinctive for a solo independent adviser, Packard Wealth provides institutional and pension consulting services, acting in ERISA §3(21) co‑fiduciary and §3(38) investment manager capacities for retirement plans and offering participant education and group seminars. The firm’s combination of retirement plan fiduciary roles, donor‑advised fund management, and use of specialized sub‑advisers reflects a broader service set than is typical for peers of similar size.

To learn more about the advisors currently working at Packard Wealth Strategies LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.