Wheeler Wealth Management, LLC

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Wheeler Wealth Management, LLC Comprehensive Wealth Management Managing your wealth has far-reaching effects into the many aspects of your life.

That is why we focus on the three main components of wealth management – investment consulting, advanced planning and relationship management. These areas represent the pillars of our holistic approach to wealth management and separate us from many other investment firms. We are honored to serve physicians, dentists, small business owners, families & individuals who have worked hard to achieve success. And it is our goal to help ensure that they are ready to face each phase of life with their wealth and finances in order. The extensive range of services we offer goes beyond what you might expect from the typical financial planner or wealth management firm. We want you to be able to count on us for almost any financial-related need you encounter. Our commitment to a comprehensive, holistic approach enables us to provide the highest level of service and convenience in order to address the busy, multifaceted life you lead. The services we provide include:
- Asset allocation
- Asset management
- Legacy and estate planning
- Financial planning
- Retirement planning
- College planning
- Employee benefits 401(k) and Education
- Mutual funds
- bonds


Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Wheeler Wealth Management is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm

As the S&P 500 bull market enters its fifth year, Raymond James Chief Investment Officer Larry Adam examines how the cur...
10/09/2026

As the S&P 500 bull market enters its fifth year, Raymond James Chief Investment Officer Larry Adam examines how the current cycle compares with history and whether the rally still has room to run.

raymondjames.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
10/09/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

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10/08/2026

At Wheeler Wealth Management, we believe great financial planning begins with meaningful relationships, thoughtful conversations, and an understanding of what matters most to each client.
Wherever life takes you, our commitment to those relationships remains the same.

Investors have navigated a variety of challenges so far in 2026. Raymond James Chief Investment Officer Larry Adam exami...
10/02/2026

Investors have navigated a variety of challenges so far in 2026. Raymond James Chief Investment Officer Larry Adam examines the risks and opportunities that could shape the months ahead.

raymondjames.com

Explore our primer for helping newcomers to the big leagues navigate the slings and arrows that come along with outrageo...
09/29/2026

Explore our primer for helping newcomers to the big leagues navigate the slings and arrows that come along with outrageous fortune:

raymondjames.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
09/25/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

amazonaws.com

As Treasury yields reach their highest levels since 2007, Raymond James CIO Larry Adam explores what it means for the ec...
09/25/2026

As Treasury yields reach their highest levels since 2007, Raymond James CIO Larry Adam explores what it means for the economy, equities and credit markets.

raymondjames.com

What could the Federal Reserve's latest rate hike mean for investors? Raymond James Chief Investment Officer Larry Adam ...
09/18/2026

What could the Federal Reserve's latest rate hike mean for investors? Raymond James Chief Investment Officer Larry Adam shares perspective on how the decision may influence the policy outlook and financial markets in the months ahead.

raymondjames.com

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snaps...
09/18/2026

See CIO Larry Adam's top takeaways for the week and what to be mindful of in the week ahead in his Weekly Headings Snapshot.

amazonaws.com

The market backdrop is growing complex as inflation remains sticky, geopolitical tensions fuel an oil rally and Treasury...
09/11/2026

The market backdrop is growing complex as inflation remains sticky, geopolitical tensions fuel an oil rally and Treasury yields rise. In this week's Weekly Headings, CIO Larry Adam shares views on what these developments could mean for monetary policy.

raymondjames.com

Address

306 Middletown Park Place Ste B
Louisville, KY
40243

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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