What to Expect During Onboarding

Starting with Wheeler Wealth Management is a big step toward enhancing your financial future. In this video, we cover what to expect during onboarding, including key steps in account setup, asset transfers, online access, and scheduling your initial follow-up meeting.

You’ll learn about:

• Account Setup and Asset Transfers: How we organize the initial stages.
• 24/7 Account Access: View your information anytime, anywhere.
• 45-Day Follow-Up: A check-in meeting to help review account details and paperwork.

For those ready to learn more about our onboarding process, this video provides a quick and helpful introduction.

Watch now to learn more about starting with Wheeler Wealth Management!