Important Disclosures

Wheelhouse Advisory Group, LLC (“Wheelhouse”) is registered as an investment advisor with the SEC and only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements.  Registration does not imply a certain level of skill or training.

As an independent financial services firm, we help individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Past performance is not a guarantee of future results. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Be sure to consult with a qualified financial advisor or tax professional before implementing any investment strategy.

Any references to protection of benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

Wheelhouse's website and its associated links offer news, commentary, and generalized research, not personalized investment advice. The information contained herein has been compiled from sources believed to be reliable and accurate to the best of our knowledge, however, Wheelhouse cannot guarantee its accuracy or completeness and cannot be held liable for any errors or omissions.  The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. This information is not intended to provide any investment, tax or legal advice.  You should consult your attorney or qualified tax professional regarding your situation.