Our Mission: We guide businesses and individuals towards a legacy of prosperity. Packard Wheeler Succession specializes in strategies and advisory to assist corporations, closely held businesses, and high net worth families achieve financial strength and transfer wealth from one generation to the next through benefits, insurance, and financial planning solutions. We support all types of businesses with our solutions, and we are especially proud of our longstanding relationship with TPM, supporting businesses with a relationship to the Timber Industry across 4 states by partnering to offer benefits through the Timber Products Manufacturer's Benefits Trust. 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, Succession, and Benefits. Our work and experience prepare our clients to weather the challenges of business cycles and life cycles that each of us are dealt over a lifetime. Packard Wheeler Succession has continued to sustain leadership-level performance for over 36 years and have our very own succession plan in place as a model for each of our clients to observe. Our advisors and associates are proud to offer our care and advice at all necessary human levels to help you and your family, and your employees and their families achieve financial strength and success.
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