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 achieve financial strength and transfer wealth from one generation to the next.

The facts and emotions of insurance, investments, and business transfer planning are real. We help you achieve your goals on a personal level, while delivering plans for Protection, Accumulation, and Succession. Our work and experience prepares our clients to weather the challenges of business cycles and life cycles that each of us are dealt over a lifetime.

 We sustain leadership level performance for over 30 years and have our very own succession plan in place as a model for each of our clients to observe.  Packard Wheeler Succession advisors and associates are proud to offer our care and advice at the necessary human level to help you and your family achieve financial strength and success.