Sophisticated financial services without the suit-and-tie. 

At Wheelhouse Wealth, we understand the complexity of managing every element of your finances. Our team excels at bringing your financial professionals together, helping to ensure everyone is on the same page to develop strategies tailored to your needs. 

We aren’t just another group of advisors in suits and ties in a big glass building; we’re easygoing and approachable professionals committed to providing top-tier, sophisticated advice in a down-to-earth manner.

Is your current investment strategy serving your current and future goals? Make your wealth work for you with an assessment of your investment strategy and receive custom recommendations. We can help with: 

• Short- and long-term goals, risk tolerance, time horizon assessments.
• Growth, preservation or protection of assets.
• Account setup, management and rebalancing. 
  

One way to improve your bottom-line is to keep more of your hard-earned assets and not over-pay in taxes. With an ever-changing and complex tax code, it’s prudent to occasionally review your situation to see tax-minimization strategies apply to you. We can help with: 

• Reviewing your current tax strategy. 
• Personalized tax minimization strategy recommendations. 
• Accountant and CPA collaboration when necessary.
  

Are you adequately protected from life’s uncertainties? An important component of being prepared financially is being able to overcome challenges associated with the risk of loss of life, loss of income from a disability, and the ability to maintain a stable income stream in retirement. We can help with: 

• Risk review and gap identification. 
• Life insurance policy assessments.
• Long-term care and disability insurance assessments.
• Annuity policy review and assessments. 
  

While most people look forward to retirement, living on a fixed income can pose some challenges when it comes to protecting assets and making them last a lifetime. We can help you understand your retirement income options and reduce uncertainty with: 

• Savings, assets, lifestyle, budget and risks reviews.
• Income stream assessments including Social Security, defined benefit pensions, IRAs and 401(k)s.
• Annuity suitability exploration to create an additional income stream if needed.
  

Share your wealth with future generations by preparing a meaningful legacy today. Taking action now can help protect assets, reduce tax burdens, and promote financial stability for those you love. We can work with you to protect your legacy with the following: 



• Beneficiary reviews.
• Life insurance reviews and establishing new policies.
• Will and trust creation with an attorney. 
  

If you have put in the work to build, maintain, and succeed at a business enterprise over the years, you don’t want to leave the future to chance. We can work with you to stabilize the future viability of your business with: 

• Tax-efficient planning.
• Liability reviews.
• Succession or exit strategies. 
• Retirement plans.