WHEELER WEALTH MANAGEMENT, INC.An Independent Firm
 
 

Mission Statement

  

 "My business is helping people identify their financial goals, dreams, and lifestyles. My specialty is developing and maintaining an overall asset management strategy to help clients get on the right track and stay on track towards their goals and their financial independence."

As an independent financial adviser, I will help you develop a personalized financial strategy, based upon your unique circumstances. Your individual portfolio will be based on your unique situation, your attitudes, preferences and goals. Your unique plan will be reviewed, monitored and changed based upon market/economic conditions so it can work for you at every stage of your life.

As we work together, I'll thoroughly explain the investment strategies I recommend, so that you'll be fully comfortable with all aspects of your investment program. Every decision we make and strategies we develop will be focused on achieving your goals. 

Your Rights as a Client:

  • Courteous service
  • A trustworthy and competent financial advisor
  • Suitable recommendations
  • Timely transactions at the best available prices
  • Full disclosure of costs and risks
  • Clear communications
  • Comprehensive statements and trade confirmations
  • Prompt error and complaint resolution
  • Strict confidentiality

Click here to read the Raymond James Client Bill of Rights
Financial Advisor Image
J.Patrick Wheeler CERTIFIED FINANCIAL PLANNER™
11030 49th Street N
Clearwater, FL 33762
Phone: 727-573-5777
Fax: 727-572-1944
Toll-Free: 800-577-9091
Contact Us

Securities are offered through
RAYMOND JAMES
FINANCIAL SERVICES, INC. 
Member FINRA / SIPC

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

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