Charitable Giving

You've achieved success, and now you're thinking about giving back to the causes that truly matter to you. Our goal is simple: to help you maximize the impact of your charitable gifts while also optimizing tax-saving opportunities. We can help you get started by looking at what you have and the impact you’re hoping to make. Whether it's for your church, a disaster relief organization, or a wildlife rescue, we can help identify strategies that might be best for you. Just give us a call.

At Wheeler Wealth Management, we want you to have a Level 10 Confidence that you’re on the right track.