Wheeler Wealth Management

Wheeler Wealth Management As a Wealth Management Advisor, I have guided clients since 2000 with purposeful financial planning.

Remembering the true cost of our freedom. Today, we honor the fallen heroes and their families.
05/25/2026

Remembering the true cost of our freedom. Today, we honor the fallen heroes and their families.

Celebrating 3 years with Jacob Romero! 🎉Jacob, you've become such an essential part of this team, and your growth over t...
05/12/2026

Celebrating 3 years with Jacob Romero! 🎉

Jacob, you've become such an essential part of this team, and your growth over the last few years has been incredible to watch. Here's to many more years of successful chapters ahead!

Happy Mother's Day from Wheeler Wealth Management! To all the incredible moms and mother figures, we see you and we appr...
05/10/2026

Happy Mother's Day from Wheeler Wealth Management!

To all the incredible moms and mother figures, we see you and we appreciate you! Thank you for your constant support and for being such a vital part of our community.

We hope your special day is filled with love and celebration! 🌷

Big news at Wheeler Wealth Management! The newest member of our WWM family made her grand debut last week! Please join u...
04/27/2026

Big news at Wheeler Wealth Management!

The newest member of our WWM family made her grand debut last week! Please join us in sending a huge congratulations to Kiley Thigpen, and her husband, Joe, on the birth of their first child—a sweet baby girl named Parker Ann!

We are so happy for this new family of three and can’t wait to see Kiley and Joe rock this next phase of life. Welcome to the world, Parker Ann! 🎀

THIS FRIDAY 🍋 The stand is prepped, the lemons are ready, and the mission is clear. Join us this Friday to help Alex’s L...
04/22/2026

THIS FRIDAY 🍋

The stand is prepped, the lemons are ready, and the mission is clear. Join us this Friday to help Alex’s Lemonade Stand Foundation change the lives of children fighting cancer.

Since Alex set up her first stand in 2000, supporters like you have helped fund impactful research that the federal government often misses. Let’s show up big for these families.

The Details:
🗓️ THIS Friday, April 24
⏰ 10:30 AM – 12:30 PM
📍 1 Smart Way, Baton Rouge, LA 70810

All proceeds go directly to funding cures and supporting families. Stop by, grab a drink, and help us find a cure for childhood cancer!

Can’t make the drive? Donate online here: 🔗 http://spr.ly/6182B6Lmb4

04/17/2026

Great food, and even better company! 🦞🔥

Last night, we hosted a crawfish boil for some of the incredible individuals we are so honored to partner with. A huge shout out to Hot Tails Prairieville for bringing the heat and making it a night to remember!

We’re grateful for the community we’ve built and the opportunity to celebrate together. What a night!

Something Big is Brewing (and it’s Squeezed to Perfection!) 🍋Wheeler Wealth Management is incredibly excited to join Nor...
04/10/2026

Something Big is Brewing (and it’s Squeezed to Perfection!) 🍋

Wheeler Wealth Management is incredibly excited to join Northwestern Mutual Baton Rouge in hosting our Annual Lemonade Stand benefiting Alex's Lemonade Stand Foundation (ALSF)!

In exactly 2 weeks, we are turning the corner of Bluebonnet and Highland into a mission for hope. Childhood cancer is the #1 cause of death by disease for children in the U.S., yet research remains consistently underfunded. We are standing with Alex to help fill those critical gaps—one cup at a time.

Save the Date:
📅 Friday, April 24, 2026
⏰ 10:30 AM – 12:30 PM
📍 1 Smart Way, Baton Rouge (Corner of Bluebonnet & Highland)

Every dollar raised goes directly to ALSF to fund impactful research and support families in their fight for a cure.

Can’t wait two weeks to help? Learn how you can help here:
🔗 http://spr.ly/6183B6LWKf

Happy Easter from all of us at Wheeler Wealth Management! As we celebrate this season of renewal and new beginnings, we ...
04/05/2026

Happy Easter from all of us at Wheeler Wealth Management!

As we celebrate this season of renewal and new beginnings, we want to wish our clients, friends, and community a wonderful holiday weekend. We hope your day is filled with joy, family, and plenty of treats!

At Wheeler Wealth Management, we believe the strongest plans are built hand-in-hand. Our approach is simple: we treat ou...
03/26/2026

At Wheeler Wealth Management, we believe the strongest plans are built hand-in-hand.

Our approach is simple: we treat our clients like our own family. We aim to build lasting relationships rooted in trust and a truly personal experience, because we value collaborative partnerships where we are both mutually invested in the outcome.

For us, planning isn't just a service—it’s a shared journey. We are honored to work alongside you to help protect and grow what matters most.

http://spr.ly/6186B65M3g

Luck is a great start, but a plan is what gets you to the finish line. At Wheeler Wealth Management, we believe in turni...
03/17/2026

Luck is a great start, but a plan is what gets you to the finish line. At Wheeler Wealth Management, we believe in turning "someday" into a strategy.

Don’t just dream of the gold; map the path to the end of your rainbow. Ready to start your journey? Let’s build your future today. 🌈✨

http://spr.ly/6185B6RHR1

Address

1 Smart Way, Suite 101
Baton Rouge, LA
70810

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 4am

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