Home

Website Header
 

 

Grey Spacer
 

 

WEALTH MANAGEMENT

We solve rather than sell.  We will use our knowledge, tools, experience, morals and values to help build the right type of financial plan for you and your family.

Grey Spacer
 

 

EMPLOYEE BENEFITS

At Wheeler Associates, we work with employers to design the best employee benefits package that works with their budget.  Our team of employee benefits specialists make it a priority to ensure employees understand their benefits. 

Grey Spacer
 

 

QUALIFIED PLANS

When you partner with Wheeler Associates, you will get personalized consulting from a Qualified Plan Financial Consultant® who is committed to designing the plan that meets your objectives and helps your employees achieve their long-term goals.

 

Grey Spacer
 

 

WHO WE ARE

The Wheeler Associates team prides themselves on being active in the community and developing a workplace culture that encourages personal and professional growth and we believe in having FUN while we work.

 

 

Fixed insurance products and services offered by Wheeler Associates.