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:
We can also answer your questions, including:
As a holistic planning firm, we uncover all components needed for a successful retirement.
We realize that investment planning is just a piece of the puzzle, and you needa comprehensive plan to get you to and through retirement, we call this a Retirement Navigator.
Your Retirement Navigator is a customized strategy that we develop specifically for you and your individual circumstances, it is easy to understand and flexible enough to endure life's changes.
Our philosophy is based on “controlling the controllable.”
We work to help protect your life savings regardless of what happens in the stock market or changes to estate planning or tax laws, so when the unexpected happens, you can worry less about losing what you have built.
We know some clients enjoy managing their retirement assets on their own but having a trusted advisor to help in the event of the death of a spouse can be a relief for many. We welcome you to meet with our firm as a couple so that when the time comes, we are a familiar face and will be ready to help.
If you already have a financial advisor, great! But do you feel like a priority to your current advisor? At Wheelhouse, we focus on the client experience from your point of view. We pride ourselves on providing clear, consistent communication throughout your journey with us. From onboarding to annual reviews to fun client events, our entire team plays a part in your plan and is communicating with you every step of the way.
As a fee-based, independent advisory firm held to fiduciary standards, we are upfront and transparent about our fees. We have nothing to hide and will explain in detail how we are paid. As an independent firm, we are not limited to specific companies or investments. Because each client is unique, our planning must be too.