History
We are the first fee-only financial planning firm that utilizes mind mapping interactively with clients to help them see both the financial and the non-financial variables. The InsightMap from Wheaton Wealth Partners brings clarity to your financial life and helps you make the right decisions and gain confidence in your future. Learn more about mind mapping and the InsightMap Preview Meeting. If you or your spouse has ever had the experience of becoming overwhelmed when people start talking numbers, the InsightMap from Wheaton Wealth Partners is transformational in making your financial picture clear and helping spouses to develop a unified understanding of financial issues.
Specialties
Wheaton Wealth Partners is an independent, fee-only Registered Investment Advisor. We specialize in personalized financial planning, charitable planning strategies, tax planning, multi-generational planning, and Investment Advisory