Wheeler Turner Milligan Group
The Wheeler Turner Milligan Group utilizes a broad approach to Wealth Management, seeking to integrate quality investment management with other areas of financial planning, asset protection, tax exempt strategies and estate planning.
Comprehensive Family Wealth Management Practice
In the field of wealth management, we act as your Chief Financial Officer (CFO) and Quarterback. We help to grow, protect, and distribute your wealth, depending on your goals and stage of life. The core of our practice centers on comprehensive financial, estate, investment and tax planning. A solid financial plan helps prepare you for all of life’s financial events. We collaborate with your family’s trusted advisors, like your attorney and CPA, to provide an all-encompassing view of your wealth management picture.
Our comprehensive Wealth Management process begins with a detailed “Discovery Meeting”. In this 90 minute consultation we sketch your family tree, discuss your aspirations, and review your investments, insurance coverage, and legal structures.
We follow that with an “Ideas & Advice” meeting, during which we present our recommendations, which may or may not include establishing an ongoing advisory relationship. Only if both sides are comfortable with each other, and there is value we can add, do we proceed to a long-term engagement.
We seek to advise people who are friendly, team oriented and focused on financial security.