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

Warmer can help you find a great advisor at Packard Wealth Strategies LLC or one who fits your needs even better.

Packard Wealth provides investment advisory, financial planning, and wealth management services to individuals (including high-net-worth clients), charitable organizations, corporations, and pension and profit-sharing plans. The firm also offers financial consulting and discretionary management of donor-advised fund accounts as part of its wealth management offering. The firm begins client engagements with a Financial Policy Statement that combines priorities-driven planning and liability-driven asset allocation, then implements portfolios using a mix of passive funds and structured strategies with documented tilts (size, value, momentum) and, when appropriate, customized laddered bond portfolios. Packard Wealth may engage third-party managers and sub-advisers for specialized sleeves of client portfolios and uses an order management system to monitor external accounts and implement the client’s plan. Packard Wealth is notable among similar independent advisers for its pension consulting and ERISA fiduciary services (offering both 3(21) co-fiduciary and 3(38) investment manager roles) and for providing group participant education meetings, services that are uncommon for firms of this type. The firm also makes available a box spread synthetic-borrowing strategy managed by a sub-adviser and emphasizes serving veterans, service members, and their families as a primary client focus.

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.