Pachira Wealth Management

Pachira Wealth Management We know that money can be a stressful subject. Our approach is personal, empathetic, and judgment-free.

Through personalized consulting, investment management, and 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. Through personalized consulting, experienced investment management, and highly customized financial plans, we assist our clients in understanding thei

r full financial picture, visualizing their life goals, and managing their wealth throughout all of life’s milestones. 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/SIPC finra.org sipc.org

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 financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Your financial needs in your thirties look nothing like your financial needs in your sixties, and that is exactly how it...
06/18/2026

Your financial needs in your thirties look nothing like your financial needs in your sixties, and that is exactly how it should be. The right plan today is one that reflects where you are now, while staying flexible enough to evolve with everything still ahead.

From early career building to estate planning, from launching a business to easing into retirement, Pachira exists to support women through every phase. Wherever you are on the path, we would love to help you take the next confident step.

Travel is one of life's great rewards, and yet so many women hesitate to spend on it. We get it. You work hard for your ...
06/16/2026

Travel is one of life's great rewards, and yet so many women hesitate to spend on it. We get it. You work hard for your money, and you want to be responsible with the future. But enjoying the present is part of a healthy financial life too.

Whether you are saving systematically for a bucket list trip, planning to use a bonus or tax refund, or balancing big international adventures with smaller weekend getaways, your travel goals deserve a place in your plan. Bring us your bucket list. We will help you build a strategy that makes those trips possible without compromising what you are building for tomorrow.

Read more here: https://www.pachirawealthmanagement.com/travel-budget-for-women/

For many parents, setting financial boundaries with adult children is one negotiation they were never trained for. The c...
06/11/2026

For many parents, setting financial boundaries with adult children is one negotiation they were never trained for. The challenge is rarely about the math. It is about the relationship and the love behind every yes.

A monthly contribution here, a recurring car payment there. None of it feels catastrophic in isolation, but over a decade, those quiet transfers can echo in your retirement portfolio and your peace of mind. The goal is not to stop giving. It is to give intentionally, with structure that protects both your relationship and your long-term plan.

Read more here: https://bit.ly/4fyJZyC

06/10/2026

The arrival of June also brings the first day of summer, and there is something about this season that invites a slower, more intentional pace. The days are longer, the calendar opens up, and there is finally a little breathing room to think about more than the next thing on your list.

Summer is a wonderful time to check in with your financial picture. Not a full overhaul, just a quiet pause to ask whether your plan still reflects your goals, your values, and the life you are building. If you have been meaning to revisit your strategy, this is your sign.

We believe that financial planning for women should look as unique as the women we serve. Whether you are leading a team...
06/09/2026

We believe that financial planning for women should look as unique as the women we serve. Whether you are leading a team, building a business, raising a family, or stepping into a brand-new chapter, your financial life deserves a strategy designed around you, not a one-size-fits-all template.

Our team partners with you to bring clarity, confidence, and intention to every financial decision. We listen, we ask thoughtful questions, and we build a plan that reflects the life you actually want to live. We hope to serve you on your journey toward financial freedom.

We believe that building a meaningful life and pursuing financial freedom go hand in hand, and our founder, Gretchen Mey...
05/28/2026

We believe that building a meaningful life and pursuing financial freedom go hand in hand, and our founder, Gretchen Meyer, lives that out every day. Gretchen's path to founding Pachira Wealth Management was shaped by her own experiences, including navigating divorce in her twenties, returning to school, and eventually earning her MBA from Columbia Business School. Today, she shares her life with her husband Chris, a Capital Region native and HR professional who cooks amazing dinners almost every night, and their rescue dog Boomer, who Gretchen describes as "a goofball who loves to smile."

Their story is a reminder that the best financial plans aren't built around spreadsheets alone. They're built around the life you actually want to live. From Sicily to Cooperstown, from Sunday dinners with family to Wolferts Roost, Gretchen and Chris are proof that purpose and partnership make for a pretty wonderful combination.

05/27/2026

You didn't build your business by accident. You took a risk, led with conviction, and created something entirely your own. Being bold enough to do that is one thing. Making sure your personal financial future is growing as fast as your business is another conversation entirely.

At Pachira, we love working with female entrepreneurs because we understand that your needs are singular and unique. Everything from retirement planning to managing cash flow through business cycles looks different when you're running the show. Let us help you make sense of your full financial picture and plan for the future you want. Read more here: https://bit.ly/4da5RgW

We are so excited to welcome Katherine Spratt to the Pachira Wealth Management team as our newest Registered Client Serv...
05/26/2026

We are so excited to welcome Katherine Spratt to the Pachira Wealth Management team as our newest Registered Client Service Associate!

Katherine brings nearly 30 years of experience in financial services and operations, with a career that has spanned Fidelity, Merrill Lynch, AYCO/Goldman Sachs, Tiger Management, and Schonfeld Hedge Funds. Her passion for empowering individuals and businesses, especially women-owned organizations, to grow and preserve wealth makes her a perfect fit for our mission.

Welcome, Katherine. We are so glad you are here!

Life is full of change. Some transitions we can plan for, and others arrive without warning. The loss of a partner, a di...
05/20/2026

Life is full of change. Some transitions we can plan for, and others arrive without warning. The loss of a partner, a divorce, a major career shift, or coming into an inheritance can turn your financial world upside down almost overnight. In those moments, the last thing you need is to feel judged or rushed.

We work with women in transition every day, and we know that feeling steady is the first priority. We listen without judgment, work to understand your unique concerns, and walk alongside you as you adjust to a new financial reality. Together, we can build a roadmap to the confidence and independence you deserve. Whenever you are ready, we are here.

May is Mental Health Awareness Month, and we believe your financial well-being and your emotional well-being are more co...
05/19/2026

May is Mental Health Awareness Month, and we believe your financial well-being and your emotional well-being are more connected than most people realize. Financial stress is one of the most common sources of anxiety for women, and it often goes unspoken.

That's exactly why we work the way we do. At Pachira, every conversation starts with listening. We create a judgment-free space where you can bring your full financial picture, your questions, your concerns, and your goals, and we meet you exactly where you are. Peace of mind is not a luxury. It is part of the plan.

Address

Latham, NY

Opening Hours

Monday 8am - 9pm
Tuesday 8am - 9pm
Wednesday 8am - 9pm
Thursday 8am - 9pm
Friday 8am - 9pm
Saturday 8am - 9pm
Sunday 8am - 9pm

Telephone

+15186081110

Website

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