Through personalized consulting, experienced investment management, and highly customized financial plans, we assist our clients in understanding their full financial picture, visualizing their life goals, and managing their wealth throughout all of life’s milestones.

We know that money can be a stressful subject. Our approach is personal, empathetic, and judgment-free. We want to be your trusted partner on the path to prosperity–whatever that might look like for you. Our plans give our clients peace of mind today, and a solid road map for tomorrow.

Our firm is named Pachira–the literal term for the “money tree”–to reflect our company’s approach, which closely mirrors the plant’s symbolism. A Money Tree boasts a striking braided trunk, made from the joining of multiple Pachira Aquatica, which reinforces its sturdiness as it blooms to its full potential. This symbol of good fortune represents strength through collaboration, rootedness in a solid foundation, and the endless possibility for growth. 

With Pachira Wealth Management, your finances are strongly rooted, built to last, with endless possibilities for abundance. 
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Gretchen Meyer, MBA, CFP® is a registered representative with, and securities offered through LPL Financial, Member FINRA. For hyperlinks to FINRA and SIPC, please refer to the ‘See Contact Info’ section above. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: CA, CO, CT, FL, MA, NJ, NY, RI, VA, VI.

Pachira Wealth Management

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