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We are dedicated to helping families protect their retirement savings through comprehensive planning.

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Many financial advisors focus only on the accumulation of assets.

At Wheelhouse, we specialize in the distribution stage of your life.  As a total retirement planning firm, our discussions include tax strategies, investment planning, and estate planning.

The team behind Wheelhouse Advisory Group is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

Our team of financial professionals can help you address:

  • How to protect your money against future dips in the market
  • How to evaluate ways to reduce risk while still accomplishing your goals
  • Which investments to draw income from first to reduce your tax burden
  • How to plan for major medical expenses
  • How to leave a legacy for your loved ones

We can also answer your questions, including:

  • Do I have enough money to retire?
  • Is my current portfolio too risky?
  • When should I begin taking Social Security?
  • Is a Roth Conversion right for me?
  • What should I do with my 401(k) plan?

The Wheelhouse Way

- Get To Know Us -

Discover how we help individuals and families achieve their ideal retirements.

Who We Help

Wheelhouse Advisory Group works with people in all walks of life,
including those who are:

Nearing Retirement

Ready to retire or already in retirement

Our Clients' Children

Our Process

Get to Know Each Other

During the first visit, we aim to learn about your specific financial situation, any pressing financial concerns, and your priorities or goals for retirement. During this visit, we will also go over our processes and general ideas that may bring value to your family's financial plan.

Data-Driven Portfolio Review

During the second visit we will review your current plan, putting it to the test using our retirement analyzer. The retirement analyzer is built by our planning team and will stress test your portfolio to decipher whether you are on the right track to your current goals for retirement.

Game Plan - Mutual Commitment

The third visit serves as a time to finalize the Blueprint of your retirement plan. During this time together we will confirm all of the information on your Retirement Analyzer is accurate, discuss our four-bucket investment strategy, and Sign an Advisory Agreement in some cases.

Constructing Your Plan

After the third visit, our time together focuses on reviewing accounts as assets transfer in, presenting specific recommendations with our Retirement Navigator, further discussing our fee structure and billing process, and clarifying expectations as we begin implementing your custom plan.

Sign Finalized Plan

If changes were needed to your plan we will schedule an additional meeting to review and sign your finalized plan.

Establish Regular Reviews

All of our clients meet with their advisor on a routine and clearly communicated basis. This ensures that our clients' plans are always current and relevant to family's changing needs and goals.

Attend An Event

Attend one of our informational workshops to learn more about retirement income strategies, tax planning, and estate planning strategies.

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Upcoming Events in Illinois:

June 3 @ 6:00 pm - O’Fallon
June 5 @ 6:00 pm - O’Fallon

Upcoming Events in Missouri:

April 29 @ 6:00 pm - St. Peters
April 30 @ 6:00 pm - St. Peters
May 20 @ 6:00 pm - St. Louis
May 22 @ 6:00 pm - St. Louis
July 8 @ 6:00 pm - St. Peters
July 10 @ 6:00 pm - St. Peters
August 12 @ 6:00 pm - Creve Coeur
August 14 @ 6:00 pm - Creve Coeur

- Ready to Take -

The Next Step?

For more information about any of our products and services, schedule a meeting today or register to attend a seminar.

Schedule a Meeting