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


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

07/16/2026

Legacy isn’t just what you leave behind. It’s how people experience working with you along the way.
The way you lead today plays a bigger role than most people think.

07/14/2026

Choosing a trustee is a bigger decision than most people think. The right choice can help things run smoothly — the wrong one can create stress for your family. If you’re weighing your options, this is something we can help you think through.

The macro backdrop remained constructive in the first half of the year, but attention is turning to earnings season. Fro...
07/11/2026

The macro backdrop remained constructive in the first half of the year, but attention is turning to earnings season. From equity market broadening to AI investment, Raymond James Chief Investment Officer Larry Adam shares the key themes to watch.

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...
07/10/2026

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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07/09/2026

Buyers don’t see your business the way you do. looking at structure, consistency, and how dependent it is on you. If selling is a future goal, it may be worth building with that in mind.

07/07/2026
07/07/2026

Your business might not be worth what you think. Value depends on buyers, structure, and how the business runs — not just revenue. If you haven’t had a real valuation conversation, it may be worth exploring.

Morning Brew --- July 7, 2026 Equity futures point to a mostly lower open this morning as chipmaker stocks are on pace t...
07/07/2026

Morning Brew --- July 7, 2026 Equity futures point to a mostly lower open this morning as chipmaker stocks are on pace to give back much of yesterday's gains.

Read more in the Morning Brew.

amazonaws.com

Equity futures point to a mostly higher open this morning, with futures tied to the S&P 500 and Nasdaq Composite outpaci...
07/06/2026

Equity futures point to a mostly higher open this morning, with futures tied to the S&P 500 and Nasdaq Composite outpacing those tied to the DJIA as semiconductor stocks look to rebound from a shaky week.

Read more in the Morning Brew.

amazonaws.com

A quarter millennium of big dreams. Happy Fourth of July!
07/03/2026

A quarter millennium of big dreams. Happy Fourth of July!

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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