PROTECT • INVEST • ACHIEVE
The Garrett Wheeler Group (GWG) specializes in “People, Not Products…” We employ a very distinctive strategy to help you create a clear and exciting map for building wealth in every area of your life. At the GWG, we customize strategies for our clients using illustrations and simulation models that account for inflation, taxes and life expectancy. We’re committed to providing you with innovative tools and comprehensive planning techniques to help you achieve your long-term financial goals. The way we choose to respectfully interact with our clients IS the difference. We add value to their lives by asking the right questions and speaking their “language”. For instance, Mr. Wheeler’s small business owner (or active-duty military) clients know that he has a familiarity with the planning issues they’re facing and will offer customized solutions that make sense to them.
At the GWG, we work with motivated individuals including military servicemembers, business owners and professionals—essentially people that care about their families. We care deeply about each of our clients and spend a great deal of time getting to know them because our goal is to be their “go-to” trusted advisor. We support their financial goals, family priorities and business opportunities. Since 2001, this focus has been the key to Garrett’s thriving practice. At the GWG, we put people first.
“I strive each day to use my knowledge, skills and resources to make a positive impact in the lives of my loyal and valued clients.” (M. Garrett Wheeler, founder and director of GWG)
Garrett Wheeler is a business and financial strategist based in Honolulu, Hawaii. As the founder of the GWG, he grew up in a family-owned business and learned at an early age what drives entrepreneurs. He has a diverse educational and professional background. Born and raised on the island of Maui, he graduated from St. Louis School in Honolulu and earned his bachelor’s degree from UCLA with a degree in economics/political science. In 1994, he and his family brought the Successories® franchise to the Hawaiian islands. Garrett had the chance to witness first-hand the hard work, dedication and incredible motivation that it takes to create a successfully managed enterprise. Today, he continues to provide human resources management and business consulting services to Hawaii-based organizations. In addition, he owns and operates, SuccessHawaii, the online company of Successories of Hawaii. Prior to his experience as a business owner, Mr. Wheeler worked with such multinational corporations such as GTE Directories in Hawaii, as well as Perrier in L.A. and his favorite, The Walt Disney Company in Anaheim, California.
Overcoming Challenges One Step at a Time. With nearly two decades of experience and an extensive knowledge of economics, estate and insurance planning, Garrett is a skilled financial and benefits planning specialist. Though the road to growing his practice was not without obstacles, Garrett persevered. He was struck down by an auto accident in 2005 which resulted in a spinal cord injury. Garrett was told that he would likely be a lifelong quadriplegic. Determined to fight, he regained his ability to walk, reaching a progress level that less than one percent of patients with his diagnosis achieve. Today he is an avid swimmer, and a hiker of challenging Oahu trails.
All of us have our own unique set of challenges to face and overcome–for some of us it is emotional or physical, while for others it may be financial. The key to success is to take it one step at a time. Each time you take one step forward toward your goal, your fear takes one step back. It is extremely empowering to conquer your fear.
Today, Mr. Wheeler is actively involved in diverse community service and has volunteered his time coaching youth and high school baseball. In addition, he previously sat on the board of directors for the American Diabetes Association, and the Hawaii Centers for Independent Living (HCIL) among others. From 1998-2012, he has sat on the board at the Yacht Harbor Towers where he has resided as an owner since 1995. Earlier in his career, he served as the HR Director for the largest entertainment company in Hawaii with over 400 employees. He enjoys speaking to groups on entrepreneurial-related topics. His mission is to inspire, educate and motivate people to take action by engaging both their hearts and minds.
Our goal is simple…to help our clients’ reach their financial ones. We provide our valued Hawaii-based clients with diversified financial solutions, including life insurance, disability income insurance, employee group benefits, long-term care and retirement income planning. Call us today at (808) 216-4147 to schedule a FREE one-hour initial consultation. You can also complete the form below to request our free resource planning guides. We welcome the opportunity to be of service to you and your family.
This material is being provided for informational purposes only. Neither GWG, The Wheeler Group LLC nor its agents provide legal, tax or accounting advice. Please contact your own advisors for legal, tax and accounting advice.