Wheeler Financial Services offers private wealth management, brokerage and advisory services, and financial planning.  The professionals at WFS specialize in helping clients grow their wealth, protect their wealth, and efficiently transfer wealth as part of their legacy plan.  In addition, a high level of personal attention is given to each client by taking time to clearly define and understand values, concerns, financial needs, and objectives.  Customized portfolios and investment strategies provide direction for every clients' unique aspirations and goals.  WFS utilizes the services of Investors Capital Corporation and Pershing to provide "big name firm" support while allowing a small, boutique feel.  With decades of combined experience in the financial services industry, we are confident that Wheeler Financial Services will be a valuable asset to you and your family.