Vincent Pack - Waverly Advisors

Wealth Advisor

CFP®

Vincent Pack joined Waverly Advisors in August 2026. As a Wealth Advisor, Vincent brings more than nine years of experience helping individuals, families, retirees, business owners, and professionals navigate some of life’s most important financial decisions.

His areas of expertise include comprehensive financial planning, investment management, retirement income planning, tax-aware investment strategies, estate planning coordination, business succession planning, charitable giving strategies, and employer-sponsored retirement plans. Vincent is passionate about building long-term relationships and takes pride in helping clients develop personalized financial strategies that provide clarity, confidence, and peace of mind as they work toward their financial goals.

Outside of the office, Vincent enjoys spending time with his wife, Stephanie, and their two dogs. He also enjoys traveling, playing golf, staying active, and spending time with family and friends.

Education

DePaul University
- Bachelor of Science in Business

Professional Designations

CERTIFIED FINANCIAL PLANNER® (CFP®)

Ask Me About

Retirement Planning
Investment Management
Tax Planning
Generational Wealth Planning

Areas of Expertise

The framework is organized into six primary pillars, each with detailed sub-specialties that advisors can select as self-identified areas of expertise.

Investment strategy & portfolio management

Comprehensive investment oversight across public and private markets.

Wealth Planning & Strategy

Holistic financial planning and multi-generational wealth stewardship.

Private Markets & Alternative Investments

Access to private equity, private credit, real estate, and real assets.

Family Enterprise & Business Advisory

Business transition, succession planning, and family governance.

Tax, Estate & Legacy Planning

Tax optimization, estate structuring, and multigenerational legacy design.

Specialized Clients Needs

Customized solutions for unique life events and complex situations

Serving with Purpose

A Culture of Connection

Waverly takes its name from a meadow of quaking aspen trees, an ecosystem where individual trees are connected by a shared root system. Since 1999, that idea has inspired our firm: strong relationships, shared values, and the belief that we are better together.

Comprehensive Wealth Management, Connected by Design

Like an aspen grove, every part of a client’s financial life is interconnected. As an independent Registered Investment Advisor (RIA), we bring together investment management, financial planning, tax strategy, trust and estate planning, and family office services to create coordinated solutions that simplify complexity and support long-term success.

A Culture Rooted in Service

Our culture of stewardship is guided by Integrity, Family, Grace, Team, Drive, Empathy, and Community. These values shape every client relationship, every decision, and every interaction. They are the foundation that keeps our people connected and ensures a consistent, high-touch experience across the firm.

The Difference Is Our People

While many firms offer financial advice, our greatest differentiator is our people. Waverly’s advisors, planners, investment professionals, tax specialists, and support teams work together to deliver thoughtful guidance and personalized solutions. It is this collaborative approach, and our commitment to serving clients with excellence and care, that transforms financial advice into lasting relationships.