Discover a different kind of wealth management with Wheelhouse Wealth.

Build the legacy you’ve always envisioned.

To us, financial planning is about fostering meaningful relationships and making a positive, generational impact on your family’s future. We strive to understand your values and priorities, creating a customized plan that is uniquely suited to your needs.

  • Create new income streams to increase stability.
  • Design strategies to help reduce financial risks that can cause uncertainty.
  • Plan a legacy for future generations.
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Get straightforward, no-nonsense financial recommendations.

Wheelhouse Wealth serves individuals, families, 

pre-retirees and retirees when it comes to:


  • Investment management
  • Tax-minimization strategies
  • Insurance strategies
  • Retirement income strategies
  • Legacy planning


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We can also help stabilize a reliable future for business owners with: 


  • Tax-efficient planning
  • Liability reviewS
  • Succession or exit strategies
  • Retirement plans
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What makes Wheelhouse Different?

Discover what sets Wheelhouse apart! In this video, learn how our personalized approach and commitment to your financial success make us different. Watch now to see how we can help you reach your goals with confidence.

Say hello to uncomplicated financial planning.


Are you ready to take your financial future into your own hands? If so, let’s assess where you are and what we can do to make improvements to help you reach your goals.

01
Discovery

Assess current situation and identify goals.

02
Plan

Discuss possible strategies to meet your goals.

03
Commit

Confirm commitment to work together.

04
Follow Up

Implement 45-day plan and continue moving forward.

05
Progress

Review and adjust as needed.

Direct and dependable: Committed, clear and honest communication.

“At Wheelhouse Wealth, we prioritize clear and honest communication with our clients, ensuring you always understand your financial plans and decisions. Our team is dedicated to providing transparent and straightforward support, making complex financial concepts accessible and manageable. We believe in showing our dedication through openness, letting our expertise shine without hidden agendas.”

Richard Seal

Founder

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Invest in yourself.

Learn today for a reliable tomorrow.

Explore these resource guides to enhance your investment, retirement and insurance know-how. Afterwards, schedule a session so we can understand your unique needs and see if our customized strategies could enhance your situation. 

This guide addresses frequently misunderstood aspects of eligibility, timing, and benefit calculation, helping individuals make informed decisions to secure a stronger financial foundation for retirement.

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Maximize your social security benefits:

Separating Fact From Fiction

This guide helps retirees make the most of their retirement savings while minimizing financial stress.

A book titled the key to more money , less stress in retirement
Understanding rmd options:

The Key to More Money, Less Stress In Retirement

This guide explains how timing market fluctuations can impact retirement savings and offers strategies to protect long-term financial stability.

A man and a woman are sitting on a couch looking at a laptop.
Understanding sequence of returns risk:

To Avoid Common Retirement Pitfalls