Packard Wealth Strategies LLC

Overview

Packard Wealth Strategies LLC is a small, independent registered investment adviser organized as a limited liability company and operated by an individual owner. The firm focuses on serving individuals and families with comprehensive financial planning and portfolio management, and it acts as a capital allocator when engaging third‑party managers. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, portfolio services for institutions or business owners, pension consulting, selection of other advisers, and educational seminars or workshops. Packard uses a mix of fee models—percentage of assets under management, hourly charges, and fixed fees—allowing flexible engagement terms for different client needs. The firm does not position itself as an active ESG investor and does not operate across multiple states.

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Location & Offices