Take the first step toward reaching yourFinancial Goals


Get the information that can help you live a confident retirement.

Upcoming Events:

Featuring

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Rishi Ghosh

Join Advisor and Owner Rishi Ghosh of Wheelhouse Advisory Group for one of our upcoming events to learn about the following topics in easy-to-understand terms:

  • How to protect your money against future drops in the market without completely sacrificing the chance to grow your money now

  • Actions you should take now to lock-in your tax savings before the sunset of the Trump Tax Law

  • The new SECURE Act and how you can avoid a big tax hit to yourself and your beneficiaries

  • Wills vs. trusts and how to avoid probate

  • How to navigate taxes in the current environment

  • Learn the advantage of tax planning rather than tax preparation

Attend an Event

Our seminars focus on common financial concerns that individuals and families face in retirement, things like how to prepare for unexpected medical expenses and ways to create income to help support your desired lifestyle.

Attend one of our seminars to learn how addressing these concerns can help you feel more confident about the days ahead.

Upcoming Events

Missouri

March 14
8:00 am | St. Peters

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March 15
6:00 pm | St. Peters

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April 25
6:00 pm | Sunset Hills

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April 26
6:00 pm | Sunset Hills

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July 11
6:00 pm | St. Peters

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July 13
6:00 pm | St. Peters

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August 15
6:00 pm | Chesterfield

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August 17
6:00 pm | Chesterfield

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September 19
6:00 pm | St. Louis

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September 21
6:00 pm | St. Louis

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Illinois

May 23
6:00 pm | O’Fallon

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May 24
6:00 pm | O’Fallon

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October 10
6:00 pm | O’Fallon

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October 11
6:00 pm | O’Fallon

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Rather meet One-on-One?

Schedule a meeting with a member of our team to create your financial strategy today.

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Or give us a call at 636.400.7889.