Pat Pachciarz

With nearly two decades in wealth management, Pat Pachciarz brings deep experience from J.P. Morgan’s Private Client Group, where he advised high-net-worth individuals and business owners on tailored financial strategies.

Today, he continues to empower clients by delivering customized solutions in Tax Strategic Income Planning, Private Asset Management, Tax Optimization, Advanced Planning (Insurance), Healthcare, and Estate (Trust) planning—helping them build, protect, and pass on their wealth with confidence.

Pat’s approach is rooted in proactive communication, strategic coordination, and long-term relationships.

He is a financial architect, leveraging a powerful network of industry professionals to provide comprehensive, multi-disciplinary guidance for his clients.

His commitment to education ensures his clients receive the latest financial insights, having earned his Bachelor’s in Business Administration & Management from USF and a postgraduate degree in Financial & Investment Planning from Purdue University.

He is currently pursuing his Doctorate in Organizational Leadership.

Beyond wealth management, Pat is equally passionate about health and wellness, recognizing the undeniable connection between financial stability and personal well-being.

His dedication led him to launch his own Fitness & Wellness Consulting firm, where he applies his expertise optimizing individuals in both their finances and physical health.

At his core, Pat is a servant leader and lifelong student, driven by faith, family, and the pursuit of truth—in both finance and fitness.

He actively serves his community through F3, Divine Back Nine and attends Community Christian Church.

Pat cherishes his quality time with family, Jill, Emily, Mason & Avery at their family lake cabin in Southwest Michigan, where they swim, run, and create lasting memories.