Wealth Advisory

Your wealth should give you freedom; freedom to enjoy life, to explore the world, and to pursue your dreams. WheelerFrost can help you by making the management of your wealth easier. We take a comprehensive approach including:

• Estate & Trust Planning
• Retirement Planning
• Insurance Analysis
• Portfolio Management
• Collaboration and coordination with your other advisors

FamilyOfficeNetwork

WheelerFrost is committed to making your life easier. To help you bring all the parts together, we provide you with FamilyOfficeNetwork™, a unique web-based system developed by Pete Wheeler. FamilyOfficeNetwork™ allows you, your other advisors and us to securely store and access your important financial, legal and personal documents anytime, worldwide.

Investment Management

Using your personal and financial goals, we build an investment portfolio tailored to your unique needs. We believe that the best investment returns are achieved through an appropriate asset allocation and a long-term commitment. We use a variety of investments including: stocks, bonds, mutual funds, real estate, and alternative investments.

Qualified Retirement Plans

We work with companies to manage all categories of qualified retirement plans including Defined Benefit, Profit Sharing, Segregated Accounts, 401(k) plans, and 403(b) plans. Our services include:

• Assistance with the plan’s set-up or conversion.
• Development of the plan’s Investment Policy Statement.
• Investment management of the plan’s assets.
• Support for record keeping and administrative functions.

Advantages:

• Unbiased Advice- We provide independent advice to assist you in choosing the investment platform to meet the needs of you and your employees.
• Fiduciary Responsibility- We share fiduciary responsibility with you, the Plan Sponsor.
• Employee Education- Through educational programs we help your employees reach their objectives.
• Fully Disclosed Costs- There are no surprises, you know what you are paying up front.

Athlete Wealth Management

As a professional athlete you are "the business." Whether you are at the start of your career or looking to retire, the financial part of your business needs to be working for you.

As a member of both the Sports Financial Advisors Association and the NFLPA Registered Player Financial Advisor Program, we are committed to helping you grow your business financially.

Stock Options and Grants

Stock options and grants are a key part of many corporate compensation packages. We provide the support to help you realize the value of your compensation packages and plan for your future.

Pete Wheeler’s book on equity compensation, Stock Options + Grants: The Executive’s Guide to Equity Compensation is a comprehensive text about stock options in a question and answer format.

Some topics include:

• Planning to Exercise Options
• Gifting & Estate Planning
• Tax Issues
• Divorce Issues
• And many more

To purchase a copy, please contact us at 866-478-8794.

Business Transition Planning

You have spent years building your business. When you begin to think about “Life After Business”™, we can help you make the decisions that can enrich your life and help you pursue your dreams.

Services:

• Developing a growth plan with a purpose
• Evaluating transition alternatives
• Facilitating the transition process

Philanthropy and Non-profit Management

Wealth brings with it the opportunity to make a difference. Whether your interests are large or small, regional or international, WheelerFrost can help you build a charitable solution that best fits you and your vision. You can make a difference; we can help.