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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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It's Time To Address the Financial Literacy Problem. Here's How

07.21.2023 // Markets & Investing
The percentage of American adults with strong financial literacy&...
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Five Big Asset Protection Planning Mistakes - and How To Avoid Them

06.14.2023 // Markets & Investing
If you have substantial assets, you may be the target of frivolou...
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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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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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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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You Need a Cohesive Wealth Management Team. Here’s Why

11.14.2020 // Markets & Investing

Chances are, you know that you likely need to tap the expertise of multiple professionals to pursue optimal financial results in your life.

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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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