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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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Jan 2023 Flash Report: 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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Dec. 2022 Flash Report: 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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Nov '22 Flash Report: 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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Virtual Experiences We Think You’ll Love

04.13.2021 // Lifestyle & Personal

When COVID-19 first hit, closures and lockdowns made virtual resources the only way to see certain sites—drawing in viewers to virtual zoo tours and the like.

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"We, the Family": The Benefits of a Family Constitution

03.13.2021 // Lifestyle & Personal

Wealth and family can be a tricky mix.

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The Power of Purpose in Reaching Audacious Goals

02.13.2021 // Lifestyle & Personal

We find that people who have reached the highest levels of success and built truly significant wealth tend to share a number of key traits that are responsible for their amazing results.

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The Many Benefits of Building a Family Brand

01.13.2021 // Lifestyle & Personal

Nearly every company we can think of has a brand that communicates its culture and mission.

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Boost Your Efficiency and Effectiveness – at Work, at Home and in the World

12.14.2020 // Lifestyle & Personal

Each day, we have limited amounts of time and energy to do what needs to be done while also trying to cultivate meaningful lives. Is it any wonder so many of us feel stressed?

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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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