What we do

We provide planning-focused advice alongside safe and measured investment strategies that are tailored to your needs

The Barks Pachkowski Wealth Advisory (BPWA) is a team of professionals who are working towards the common goal of providing the best service, advice, and counsel available to their clients. The services delivered by our team, along with our institutional and community partners, provide the families we work with a holistic solution to their planning and financial needs in areas such as: 

• Retirement Planning for Families
• Transition Planning for Business Owners
• Cash Balance Planning for Businesses
• Investment and Discretionary Portfolio Management Services
• Tax and Protection Planning
• Estate Preservation Planning
• Charitable Giving
• Equity Monetization Assistance

We believe in building our client's wealth through the use of stable and predictable investment opportunities while providing additional performance through the use of tactical positioning in the markets. We pride ourselves on our diversified and strategic asset management, finding many opportunities to provide seasonal and situational advantages.