About Wheeler Wealth
Wheeler Wealth is a tax advisory and wealth planning firm serving business owners and professionals in the modern economy. We are dedicated to creating long-term relationships and providing tailored financial solutions that meet the unique needs of our clients. We are committed to upholding integrity and dedication in every aspect of life and work. Our goal is to deliver exceptional services that exceed expectations.
OUR MISSION
Enhancing wealth & limiting taxes
At Wheeler Wealth, our mission is to save our clients $100,000,000 in tax payments, and to advise our clients how to use those savings to build wealth and create financial freedom for you and your loved ones. We strive to enhance financial well-being through strategic advice, innovative solutions, and a commitment to excellence.
Our goal is to provide unparalleled tax planning, financial guidance, estate planning, and personalized wealth services. By aligning with specific needs and financial goals, we ensure thriving financial futures for our clients.
OUR TEAM
Meet Our Experts
Our team comprises dedicated professionals with extensive experience in tax advisory and wealth planning. Together, we work tirelessly to ensure that our clients receive the highest quality of service and personalized financial advice.
Matt Wheeler
Founder & CEO
Tax Advisor Specialist
15 years of Experience
IRS VITA Certified
IRS EA (in progress)
Series 7
Series 66
Life Insurance
Variable Products
