Do I Need a Trust? Here’s What You Need to Know

Have you ever asked yourself, “Do I need a trust?” It’s a c...

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Picking a Trustee: Is a Family Member the Right Choice?

Choosing a trustee is a crucial step in estate planning, bu...

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What to Expect During Onboarding

Starting with Wheeler Wealth Management is a big step toward en...

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HOW TO AVOID COMMON ESTATE PLANNING MISTAKES

Estate planning is an important step in helping to protect your...

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HANDLING AN INHERITANCE WISELY

Receiving an inheritance can be an emotional and overwhelming t...

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UNLOCKING THE TRUE VALUE OF YOUR BUSINESS

Selling your business is a big decision, much like selling a f...

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Building a Future with Confidence: Our Investment Philosophy

At Wheeler Wealth Management, we see money as a fundamental ...

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A Family Steward Approach to Wealth Management

Imagine your family as a tree. Each branch grows and blossom...

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Navigating Social Security: How to Choose the Best Path for Your Retirement

When you're planning a cross-country road trip, there are di...

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Tax Planning Strategies

A football team wouldn’t be complete without all the players...

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After Sale Transition

Helping You Turn Your Business Sale into Retirement Success ...

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The First Step in Our Journey

At Wheeler Wealth Management, we always like to say that we ...

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Risk Management

Life throws curveballs at us we’d never expect to deal with....

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Holiday Message

As we approach the end of the year – it’s a good time to tak...

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Charitable Giving

You've achieved success, and now you're thinking about givin...

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Smart Retirement Income Planning

When do you spend more money, in your day-to-day life or when yo...

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Passing On a Legacy

You know that old saying, ‘The first generation builds the wealt...

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Selling Your Business

You’ve built a killer business. But have you thought about your ...

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Business Owners

Many business owners are so busy running their companies, they f...

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Our Process

We follow a time‐tested process so that you get the most out...

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