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.
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.

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.
Contact Us
Registered Representative of and securities offered through Berthel Fisher & Company Financial Services, Inc. (BFCFS). Member FINRA/SIPC. Investment advisory services offered through BFC Planning, Inc. Wheelhouse Wealth Planning, BFCFS, and BFC Planning, Inc. are independent entities. Our firm does not provide legal or tax advice. Wheelhouse Wealth partners with attorneys and CPAs to help provide additional plan guidance. Be sure to consult with your own legal and tax advisors before taking any action that may have tax implications.
Licensed Insurance Professional. We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material has been prepared for informational and educational purposes only. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice.
Investing involves risk, including possible loss of principal. No investment strategy can ensure a profit or guarantee against losses. Insurance product guarantees are backed by the financial strength and claims-paying ability of the issuing company. Product and feature availability may vary by state.
By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.
Investment advisory services are provided in accordance with a fiduciary duty of care and loyalty that includes putting your interests first and disclosing conflicts. Insurance services have a best interest standard which requires recommendations to be in your best interest. Advisors may receive commission for the sale of insurance and annuity products. Additional details including potential conflicts of interest are available in our firm's ADV Part 2A and Form CRS (for advisory services) and the Insurance Agent Disclosure for Annuities form (for annuity recommendations).
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www.finra.org -
www.sipc.org