Working from one generation to the next.

Our Mission

Packard Wheeler Succession specializes in strategies and advice to assist corporations, closely held businesses, and high net worth families transfer wealth from one generation to the next.

We achieve this specific process with a sound business acumen, built on over 159 years of joint experience with plans for Protection, Accumulation, and Succession.

The facts and emotions of insurance, investments, and transfer planning are real. We help you achieve your goals on a personal level, while measuring risk and return, assuming the challenges of business cycles and life cycles that each of us are dealt over a life time, with the design to weather the ups and downs of business.

We have the necessary experience working in this arena with over 2,000 clients. We sustain leadership level performance for over 28 years in the Pacific Northwest and have our very own succession plan in place as a model for each of our clients to observe.

Our warm and competent Representatives and Associates are proud to offer our care and advice at the necessary human level to help achieve your success no matter what life brings you.