Goal Planning & Monitoring

Helping successful people continue

toward their life’s goals

We are honored to serve people who have worked hard to achieve success. And it is our goal to help ensure that they are ready to face each phase of life with their wealth and finances in order. By doing so, we can help them focus on the things that are most important – whether it be immediate career goals or important family matters – knowing their wealth is being cared for by professionals who have their best interests in mind.

Physicians and Dentists

We understand that as a physician you have much more than a practice to manage. You have a rich, full life to lead. And we want to help ensure that when the long hours of running your practice are over, you shouldn’t have to spend more valuable hours managing your financial life, too.

We’re here to help cover the critical financial issues such as liability risk, tax planning, managing cash flow, mitigating the effects of healthcare cutbacks, managing education debt, valuating your practice for purchase or sale and – ultimately – helping you pursue financial independence. In a coordinated effort, we will provide high-level expertise and advice for your financial matters and the needs of your practice. We can serve as your trusted partner to help manage your investments and mitigate your tax burden, while also addressing key issues such as estate planning, generational wealth transfer and your philanthropic efforts.

Small business owners

As a small business owner, hard work and commitment are part of your life. You know what it takes to overcome challenges in order to achieve your objectives. It’s only natural that you would want someone with that same understanding when it comes to getting financial advice and business solutions, because as independent financial advisors and entrepreneurs ourselves, we understand the challenges you face.

Most important, we recognize your business is unique. Working with you as a partner in your success, we’ll take the time to understand your goals and help you address a wide variety of needs that include asset preservation, cash management, employee retention, insurance, financing, and retirement and succession planning.

In addition to our own experience and financial knowledge, we have access to all the resources of Raymond James, one of the country’s leading financial services firms. Best of all, you’ll enjoy the confidence of knowing you have a single, trusted source for financial advice – and more time to devote to growing your business.

Families and individuals

The complicated world in which we live also adds to the complexities of managing your wealth and planning for you family’s financial well-being. There are personal goals and family goals to contend with. There is also a sizable portfolio to manage. You need a partner who can help not only provide a comprehensive financial solution that brings everything into clear, concise focus, but who also recognizes and respects the value of the things that matter most to you.

Here at Wheeler Wealth Management, we are that partner. We’ve built our practice around caring for people’s goals and their futures. We can help you manage the diverse financial needs of raising a family that include budgeting and saving, planning to protect your family from the unexpected, preparing for college educations, planning your own retirement and how you may leave a legacy to benefit future generations.