We organize all of your assets and put those assets to work for you.

Tax Advisory & Wealth Services

WHY CHOOSE US?

Achieve Your Financial Dreams

We organize all of your assets and put those assets to work for you.

Tax-Free Income & Lifetime Income

Explore wealth building tax strategies to provide the income you desire for yourself and the next generation.

Wealth Planning

Develop strategies to build wealth and distribute investment assets in the most tax efficient way possible.

Corporate Services & Asset Protection

Learn how to protect your assets and let your professional dreams fuel your personal dreams.

Tax Advisory & Compliance Services

Taxes are the largest expense you'll incur in your lifetime. Let's create a proactive forward-looking plan to limit your taxes today!

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what we offer

Our Services

We serve business owners and high net worth individual across the Southeast by organizing their assets and putting those assets to work for them. Our mission is to build client wealth and save them millions in taxes. Tired of paying too much to the IRS? Let’s talk!

Let's Talk!

Wealth Generation

Tax-Free Income

Tax Planning

Business Planning

Tax Compliance

Buy-Sell Agreements

About Us

Who We Are

We are a tax advisory and wealth planning team that serves as your one-stop shop in the financial services world. We quarterback the tax and wealth building process for you. 

Book Your Discovery Call
Reduce Taxes
Build Wealth
Protect Assets
Transfer Wealth to Next Generation

FAQS

New Client Owner's Manual

We are a tax and financial advisor team who serves as the go-to financial resource for our clients. We journey with our clients to help them achieve their financial dreams.

We serve business owners and high net worth individuals in the areas of tax planning,  wealth building,  asset preservation and transfer. We organize our client’s assets and put those assets to work for them.

We’re on a mission to save our clients millions and help them achieve their financial dreams. We’re honored to be trusted advisors to our clients and we won’t stop until we help them reach their dreams. 

Call Us Today at (470) 633-5689

Monday – Friday 9:00am – 6:00pm EST

                             OR

Email Us at Matt@WheelerWealth.finance

Book Your Discovery Call

Monday – Friday 9:00am – 6:00pm EST

(470) 633-5689

Our Team

Meet Our Expert: Matt Wheeler previously held investment securities licenses - Seriese 7 and Series 66 - and life insurance licenses - Life and Health and Variable Products. In addition, he was trained by the IRS in tax preparation within its VITA program. This gives Wheeler Wealth an advantage over competitors and provides our clients with a unique opportunity to receive high-level tax advisory and wealth generation services. Book your Discovery Call today!

Matthew Wheeler - Tax Advisor, Financial Advisor


Access to the Nation's Top Carrers
  • -AIG                                                           
  • -Allianz                                                       
  • -American National                                 
  • -Ameritas Life                                          
  • -Assurity Life                                            
  • -Athene                                                      
  • -Bestow                                                       
  • -Deleware Life                                          
  • -Equitable Financial Life                         
  • -Equitrust                                                    
  • -Fidelity Security Life                               
  • -Foresters Financial                               
  • -Gerber Life                                              
  • -Global Atlantic                                        
  • -Great American                                         
  • -Guarian Life Insurance Company         
  • -Guggenheim Life & Annuity                      
  • -John Hancock                  
  • -Legal  General America
  • -LifeSecure 
  • -Lincoln Financial Group 
  • -Lloyd's of London 
  • -MassMutual 
  • -Mutual of Omaha 
  • -National Guardian Life 
  • -National Life Group 
  • -Nationwide 
  • -New York Life 
  • -North American Company 
  • -OneAmerica 
  • -Pacific Life 
  • -Penn Mutual 
  • -Principal Financial Group 
  • -Protective 
  • -Prudential Financial
  • -Sagicor
  • -SBLI
  • -Securian
  • -Security Mutual Life Insurance Company
  • -Symetra
  • -The Standard
  • -TransAmerica
  • -Western & Southern
 

What are you waiting for...

  • Schedule an appointment
  • Connect with us on LinkedIn
  • Email us at Matt@WheelerWealth.finance
  • Call us at (470) 633-5689

Let's talk!