Wheaton Wealth Partners began with a shared vision to provide sound and objective advice to clients. We are a special team of caring and energized people - professionals dedicated to doing the best possible job for our clients. We are inspired by each other, our clients, and our faith in God. We are passionate about our work, and want to share our expertise to help individuals invest in their lives. Our clients are engaged in life - physically, mentally and spiritually. They are actively involved in society and strive to live fuller, more enriching and meaningful lives. We sit beside our clients to help steward their personal financial growth and to ensure they have the means to realize their dreams and life goals.

Team of highly educated fee-based planners who focus on executives, entrepreneurs, professionals, and retirees. We specialize in estate planning, investment management, tax efficiency planning, and risk protection.