# Kinetic Wealth Investment Advisors

Kinetic Wealth Investment Advisors is a Bank / Wealth / Trust based in Westlake, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Westlake, United States
- **Region:** North America
- **Address:** 28045 Clemens Rd., Suite D, Westlake, OH 44145, United States
- **Founded:** 2020
- **Assets under management:** Undisclosed
- **Website:** www.kinetic-wealth.com
- **LinkedIn:** https://www.linkedin.com/company/kinetic-wealth

## Regulatory record

- **CRD number:** 311536
- **SEC file number:** 801-128963
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-05-18T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/311536

## About

Kinetic Wealth Investment Advisors was formed in 2020 by Rick Packer, a Cleveland-area advisor who holds the CFP, ChFC, and CLU designations. The firm operates from Westlake, Ohio, with an additional office in Mentor, and serves a distinct geographic corridor: Avon, Bay Village, Rocky River, Strongsville, and the surrounding Lake Erie communities. Packer’s team frames the engagement around a formula — WM = (AP) + (IM) + (RM) — which translates to asset planning, investment management, and risk management treated as a single integrated mandate rather than three separate service lines. The firm delivers an integrated-wealth strategy spanning financial planning, portfolio management, tax planning, and insurance coordination. Investment management follows a relationship-driven model rather than a product-distribution model; client assets are managed through a registered investment-adviser framework, with brokerage background checks available via FINRA’s BrokerCheck. Service deployment concentrates on private individuals, high-net-worth families, trusts, and business owners across Cleveland’s western suburbs and the Mentor corridor. Kinetic’s website cites over 20 years of practitioner experience, though the AUM and total client count are not publicly disclosed. Packer’s professional affiliations include membership in the Estate Planning Council of Cleveland and the Financial Services Institute, which connects the firm to the broader advisor community. No separate philanthropic vehicle, real-asset arm, or co-investment club is referenced on the site or in business registries. Kinetic Wealth’s structural distinction lies in its single-advisor architecture built on the convergence of three designations — CFP, ChFC, and CLU — under one principal. Where many wealth-management shops staff distinct departments for planning, investments, and insurance, Packer’s model keeps all three disciplines inside the same practitioner relationship, which suits the succession-planning and tax-optimization needs of closely held Northeast Ohio businesses.

## Sectors

- Wealth Management
- Financial Planning
- Tax Planning
- Estate Planning

## Offices

- Mentor, OH

## People

- Rick Packer — Advisor

## Questions

### Why does Kinetic Wealth use the label ‘Wealth Management Formula’?

The formula — WM = (AP) + (IM) + (RM) — is the firm’s method for bundling asset planning, investment management, and risk management. It means every client engagement is designed to address all three components simultaneously rather than outsourcing any leg to a separate provider. The approach is tailored to business owners and professionals who need tax-aware, insurance-integrated portfolio construction.

### Does Kinetic Wealth participate in private-market or alternative investments?

Kinetic Wealth’s disclosed service set concentrates on publicly available securities, annuities, insurance products, and tax-aware financial planning. The firm does not advertise direct private-equity, venture, or real-estate syndication capabilities, nor does it publish any closed-end fund commitments.

### How is Kinetic Wealth regulated?

It operates as a registered investment adviser domiciled in Ohio. The firm directs prospects to FINRA’s BrokerCheck for advisor background verification, which signals an advisory model supervised under standard SEC and state-level RIA compliance requirements.

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- [KH Investment](https://altss.com/profile/kh-investment)
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Last updated: 2026-08-11T02:43:31.692Z

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