On May 8, 2013, David White of WheelerFrost - Wealth Managers presented "Simply Social Security" at 57 Degrees Wine Bar.  Below are the presentation slides and video podcast associated with the presentation.

 Click Here for "Simply Social Security" Presentation Slides

Announcing WheelerFrost's

Total Health / Total Wealth Presentation

Navigating Medicare & Social Security  

Join us for drinks, appetizers, and great information on Wednesday, May 8th

Space is quite limited and reservations are necessary

RSVP to This e-mail address is being protected from spambots. You need JavaScript enabled to view it  for Reservations and Location Information  

Questions? Call us at 619-491-0225

WheelerFrost is celebrating over 30 years of helping successful San Diegans manage their wealth.

Our Model Portfolio program makes it possible for emerging investors to be a part of the WheelerFrost family. 

Retirement is a false entitlement born out of a misunderstanding of what work is. Once upon a time: you retired at 62, got a gold watch, took your pension, went on a vacation and then died within a couple years! The times have changed—but the way we think about retirement has not. Humans aren’t built for retirement—work is a good thing! I think we have mistakenly idolized the idea of a life of ease—when what we really want is a life of purpose. This is why retirement fails us, and meaningful work makes so much sense. In this presentation, We wish to challenge your definition of retirement and encourage you to pursue meaningful work.   Please enjoy the replay below of the April 24, 2013 presentation by Sean Nisil of WheelerFrost - Wealth Managers. 

On 4/18/2013, WheelerFrost - Wealth Managers presented their Semi-Annual Economic Outlook to Clients of the Firm.  The Persenter was Ken Frost, CFA, Executive Vice President and Chief Investment Officer of Wheeler Frost.  To request a copy of the slides discussed in this audio presentation, please contact WheelerFrost by phone at (619) 491-0225 or by email at This e-mail address is being protected from spambots. You need JavaScript enabled to view it . 

Please join us for Part 3 of our 

"Financially Fit in 2013"

WheelerFrost - Happy Hour Series

Come enjoy drinks, appetizers, interesting information & great company!

Wednesday, April 24th

6:00 pm to 8:00 pm

57 Degrees Wine Bar

1735 Hancock Street

San Diego, CA 92101

RSVP to:

This e-mail address is being protected from spambots. You need JavaScript enabled to view it

or call 619-491-0225

    Feel free to invite someone you feel would benefit from the evening!

WheelerFrost is celebrating more than 30 years of helping successful San Diegans manage their wealth. 

Our new Model Portfolio program makes it possible for emerging investors to be part of the WheelerFrost family.

Pete Wheeler, President of WheelerFrost – Wealth Advisors, presented "Your Dream, Your Way" at Tory Johnson's Spark and Hustle Convention today (April 8) at the Four Points by Sheraton LAX.   "Spark and Hustle" is in Los Angeles for two jam-packed, high-energy days enabling women to experience big breakthroughs in their business and personal experiences.

Join us for Part II of the "Financially Fit in 2013"

WheelerFrost - Happy Hour Series

Come enjoy drinks, appetizers, interesting information and great company.

Our topic this month is:

Designing Your Workout: The Fundamentals of Financial Planning

Wednesday, March 27th

6:00 pm to 8:00 pm

Thorn Street Brewery 

3176 Thorn Street 

San Diego, CA 92104 

Feel free to invite someone you feel would benefit from the evening...

RSVP to  This e-mail address is being protected from spambots. You need JavaScript enabled to view it    

WheelerFrost is celebrating more than 30 years of helping successful San Diegans manage their wealth.

Our new Model Portfolio program makes it possible for emerging investors to be part of the WheelerFrost family

San Diego, CA –  WheelerFrost’s Pete Wheeler, David White, and Sean Nisil presented a donation on behalf of the Sports Financial Advisors Association to Big Brothers Big Sisters of San Diego County.  WheelerFrost and Sports Financial Advisors hosted a golf tournament to benefit Big Brothers Big Sisters of San Diego County.   

WheelerfFrost is pleased to be able to support an organization that reaches out to San Diego’s youth.

 WheelerFrost Associates, an independent fee-only wealth management firm based in San Diego, CA, has been meeting the needs of successful individuals, families and businesses since 1982.  WheelerFrost’s founders have been repeatedly recognized as top advisors by Bloomberg Wealth Manager and San Diego Magazine.

Average Marginal Corporate Tax Rates in the US are 45% higher than the Average for all OECD Countries.  This week's "Chart of the Week" compliments of ING Investment Management highlights Corporate Tax Rates in the OECD Countries.  David White of WheelerFrost - Wealth Managers discusses the potential for Corporate Relocation based upon a Nation's Corporate Tax Structure.

CLICK HERE to View Video Presentation

Much has been published on the year-end compromise to avoid the Fiscal Cliff, but what were the economic effects of the compromise.  This week's "Chart of the Week" compliments of Argus Reasearch clearly illustrates the impact.  David Whte of WheelerFrost discusses some very important points of the compromise while explaning the Chart in the video link below:

CLICK HERE to view the video presentation.