WHEELER WEALTH MANAGEMENT, INC.An Independent Firm
 
 

Services

Having choices is important in investing. We believe investors' plans should change as their lifestyles and needs do. Through Raymond James investors are offered an extensive array of investment alternatives and services.

  • Estate Planning
    Trust services for the preservation of assets and the fulfillment of wishes.
  • Financial Planning
    Your financial future is important. Don't trust it to just anyone.
  • Mutual Funds
    Your purchasing power at work.
  • Retirement Planning
    In today's rapidly changing world, retirement planning has never been more challenging. Working with a financial advisor to map a comprehensive, thoughtful retirement strategy and keep it on track is essential to your future well-being.
  • College Planning
    What will it take to deliver the dream?
  • 401(k)
    What to expect from your 401(k) advisor.
  • Tax Planning
    Prepare for taxes all year round with this handy reference guide.
Financial Advisor Image
J.Patrick Wheeler CERTIFIED FINANCIAL PLANNER™
11030 49th Street N
ClearwaterFL 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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