That is why we focus on the three main components of wealth management – investment consulting, advanced planning and relationship management. These areas represent the pillars of our holistic approach to wealth management and separate us from many other investment firms. We are honored to serve physicians, dentists, small business owners, families & individuals 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. The extensive range of services we offer goes beyond what you might expect from the typical financial planner or wealth management firm. We want you to be able to count on us for almost any financial-related need you encounter. Our commitment to a comprehensive, holistic approach enables us to provide the highest level of service and convenience in order to address the busy, multifaceted life you lead. The services we provide include:
- Asset allocation
- Asset management
- Legacy and estate planning
- Financial planning
- Retirement planning
- College planning
- Employee benefits 401(k) and Education
- Mutual funds
- bonds
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are 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. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm
