Garrett’s mission is to help busy island people and families like yours live life to the fullest. At the The Wheeler Group LLC, our emphasis is on establishing long-term relationships to help our clients achieve financial stability. TWG is a fee-based financial advisory firm providing insurance/estate planning, retirement and investment advice to individuals, island families and kamaaina business owners across these beautiful islands of Hawaii.
Financial Life Management: Helping you solve life’s financial challenges instead of just selling you products like life insurance or mutual funds. A lot of traditional financial planning advice is provided with the hope you’ll purchase an investment or insurance product.
The way we choose to respectfully interact with our clients IS the difference between us and ‘robo-advisors’. We care deeply about each of our clients and we spend a great deal of time getting to know them because our goal is to be their “go-to” trusted advisor. we’re more than just agents or registered reps, we’re ‘fiduciaries’ and held to a higher standard. As a fee-based advisor, Garrett holds FINRA licensing (Series 7 – General Securities Representative, Series 65 – Uniform Investment Adviser and Series 63 – Uniform Securities Agent State Law) and has passed Life and Health state exams (presently licensed in seven different states).
OUR FIDUCIARY OBLIGATION TO YOU.
We have found that many people do not understand what the term, “fiduciary” means. Comes down to placing the interest of the client first. This is my pledge to you, my client(s). WE GUARANTEE IT!
As a fiduciary, Garrett Wheeler is an SEC-licensed Investment Advisor. He has clients on all islands here in Hawaii. Prior to making the lifestyle choice and transition to private practice, Garrett was the District Sales Manager at Mutual of Omaha Investor Services. As the founder of the TWG, 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, where he was the captain of the ILH baseball team. He went on to earn his bachelor’s degree from University of California at Los Angeles (UCLA). Following graduation, he returned to the islands where he and his family brought the Successories® franchise to the Hawaii. Garrett had the chance to witness first-hand the hard work, dedication and incredible motivation that it takes to create a successfully managed enterprise. He has been in financial services since 2001 and his unwavering focus on “serving others” has been the key to Garrett’s thriving advisory practice.
So no matter what stage of life you’re in, let’s discuss how we can help you gain clarity in your personal finances. Call us today at (808) 216-4147 to schedule a no-cost consultation. Let us show you how we are different. Mahalo!
This material is being provided for informational purposes only. Neither The Wheeler Group LLC nor its agents provide legal, tax or accounting advice. Please contact your own advisors for legal, tax and accounting advice.