Aligning values and goals is the foundation of who we are.

Our team specializes in helping individuals pass on their wealth—and values—to the next generation through family-based wealth management. Experience personalized, down-to-earth financial guidance that prioritizes your family’s legacy and values at Wheelhouse Wealth.

When you work with Wheelhouse Wealth, you can expect:

  • Relatable, family-oriented service: We share your values and understand the importance of family, making us the ideal partners in your financial journey.


  • Accessibility + approachability: Our clients appreciate our straightforward, no-nonsense approach. You can always count on us to be there for you, providing advice in a down-to-earth manner.


  • Genuine relationships: We believe in building lasting connections with our clients, ensuring we are always aligned with your goals and needs.
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Richard Seal

Founder

richseal@berthelrep.com

Richard specializes in comprehensive financial planning, collaborating with tax, legal, and charitable professionals to create tailored, effective plans. He prioritizes clients’ goals with approachable guidance, building strong relationships to understand each unique situation.


At Wheelhouse Wealth, Richard fosters genuine, non-transactional relationships, aligning plans with clients’ needs and aspirations. His business finance degree, Series 6, 7, 63, and 65 licenses, and life insurance certification provide him with a solid foundation.


Outside of work, he enjoys racing and restoring cars, cooking, and family time. His wife, Julie, is a champion fencer, and their children pursue diverse passions. Richard values discipline, recognizing financial planning as a long-term journey, committed to helping clients achieve low-risk financial goals and lasting success.



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Jakob Jeffery

Associate Advisor

j.jeffery@berthelrep.com

As an Associate Advisor, Jakob provides benefit-driven strategies focused on clients’ needs and goals. He collaborates with skilled CPAs, attorneys, and insurance professionals for a comprehensive approach to financial planning, addressing clients’ concerns with transparency.


Specializing in retirement planning, income strategies, investment analysis, and life insurance, Jakob delivers personalized guidance through open communication and consistent support. Known for his easygoing and enthusiastic approach, he finds fulfillment in forming meaningful connections and is passionate about helping people and learning continuously to serve his clients better.