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  • Louisville, KY - ETL
    306 Middletown Park Place Unit B Louisville, KY 40243 T: 502.200.7225 F: 502.473.6562
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Solo After 50: Navigating a "Gray Divorce"

05.17.2023 // Markets & Investing
Bill and Melinda Gates weren’t a typical couple. But they a...
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What Are Your Biggest Financial Concerns?

04.14.2023 // Markets & Investing
It goes without saying that you play a crucial role in making the...
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When Financial Uncertainty Rears Its Ugly Head

03.14.2023 // Markets & Investing
Major unexpected challenges can occur at any time. A sudden job l...
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Sounding Board

02.28.2023 // Markets & Investing
Know someone who needs financial advice? During a major life...
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Market Volatility

02.28.2023 // Markets & Investing
Sure, a roller coaster ride may be a little nerve-wracking, ...
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Making Wealth Management Decisions as a Couple

02.16.2023 // Planning & Retirement
When making decisions about your wealth and finances, how often d...
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Do You Need a Personal Umbrella Policy?

01.13.2023 // Planning & Retirement
One night, your son borrows your car to go out with friends. Whil...
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Three Key Elements of Smart Estate Planning

12.16.2022 // Planning & Retirement
It's likely that you expect to use your assets to give your famil...
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When is an Advisor an Elite Wealth Manager?

11.04.2022 // Planning & Retirement
Many financial professionals call themselves wealth managers thes...
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Six Keys to Optimizing Your Health, Longevity and Well-Being

10.10.2022 // Planning & Retirement
It’s pretty safe to say that everyone wants to experience o...
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Smart Money Moves to Make While You’re Still Mentally Sharp

09.20.2022 // Markets & Investing
As we age, we tend to lose some of our cognitive abilities - and ...
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Safeguarding Assets from an Ex-Spouse

08.09.2022 // Lifestyle & Personal
Marriage is one of life's biggest milestones. Unfortunately, for ...
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Wealth Planning for Age 90, 100- and Beyond

07.08.2022 // Planning & Retirement
Thanks to medical technology advances, we’re living longer ...
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A Wealth Planning Process for Pursuing Success On Purpose

06.13.2022 // Markets & Investing
One of the best things you can do when managing wealth is to be e...
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Finding Advisors Who Are Truly Client-Centric

05.10.2022 // Markets & Investing
It’s extremely common for financial professionals these day...
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Do You Know Your High-Net-Worth Personality?

04.14.2022 // Markets & Investing
One of the best ways to make smart decisions about your wealth is...
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Financial Planning for a Special Needs Child

03.14.2022 // Planning & Retirement
Raising children and grandchildren is challenging in the best of ...
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Finding the Right Wealth Manager for You

02.23.2022 // Lifestyle & Personal
It can be quite a task to evaluate the expertise and experience o...
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A Wall Around Your Wealth

02.15.2022 // Planning & Retirement
Click here to read A Wall Around Your Wealth
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Big Wealth Mistakes the Super Rich Don’t Make

11.15.2021 // Lifestyle & Personal
No one is perfect—not even the smartest or most famous amon...
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Wheeler Wealth ManagementWheeler Wealth Management
  • Wheeler Wealth Management
  • 306 Middletown Park Place Unit B Louisville, KY 40243
  • 502.200.7225
  • 502.473.6562
  • Map & Directions
  • Map & Directions

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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Investment advisory services offered through Raymond James Financial Services Advisors, Inc.. Wheeler Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services.

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