Wheeler Wealth Management, LLC

Wheeler Wealth Management, LLC Comprehensive Wealth Management Managing your wealth has far-reaching effects into the many aspects of your life.

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 suc

cess. 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

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. Securities offered through Raymond James Financial Services, Inc., member FINRA / SIPC

Important Disclosure Information: http://raymondjames.com/smicd.htm

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
05/29/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

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As Q1 earnings calls wind down, the markets will shift their focus to macroeconomic catalysts – and there are plenty of ...
05/29/2026

As Q1 earnings calls wind down, the markets will shift their focus to macroeconomic catalysts – and there are plenty of those to consider. Raymond James Chief Investment Officer Larry Adam analyzes the macro backdrop:

raymondjames.com

Despite headwinds, fundamentals remain strong. In Weekly Headings, Raymond James Chief Investment Officer Larry Adam exp...
05/22/2026

Despite headwinds, fundamentals remain strong. In Weekly Headings, Raymond James Chief Investment Officer Larry Adam explains the dynamics at play in the upgraded year-end S&P 500 target:

raymondjames.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
05/22/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

amazonaws.com

As the Federal Reserve enters a new era under Kevin Warsh's leadership, Raymond James Chief Investment Officer Larry Ada...
05/15/2026

As the Federal Reserve enters a new era under Kevin Warsh's leadership, Raymond James Chief Investment Officer Larry Adam examines the key near-term challenges facing the Fed in the latest Weekly Headings.

raymondjames.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
05/15/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

amazonaws.com

With earnings season underway, Chief Investment Officer Larry Adam outlines five takeaways and what they mean for the ec...
05/08/2026

With earnings season underway, Chief Investment Officer Larry Adam outlines five takeaways and what they mean for the economy and financial markets in Weekly Headings:

raymondjames.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
05/08/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

amazonaws.com

Elevated oil prices are creating near-term pressure, but strong fundamentals are expected to help offset the impact. Ray...
05/01/2026

Elevated oil prices are creating near-term pressure, but strong fundamentals are expected to help offset the impact. Raymond James Chief Investment Officer Larry Adam shares four key reasons oil prices are expected to trend lower into year-end.

raymondjames.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
05/01/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

amazonaws.com

Address

306 Middletown Park Place Ste B
Louisville, KY
40243

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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