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+1 808-216-4147
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| Yacht Harbor Towers 1650 Ala Moana Blvd, Ste 1605, Honolulu, HI, 96815 | |
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1.7 mi986
1.7 mi760
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Specialties
Personal Financial Services
The Wheeler Group LLC provides to our Clients the following personal and Business Planning services and options:
Wealth Accumulation & Savings Programs
Insurance Planning for Disability Income and Life Insurance
Retirement Income Programs & Coordination
Estate Planning
Long Term Care Insurance
Business Planning Services:
The Wheeler Group LLC (TWG) assists Hawaii business owners in the design and implementation of programs to help ensure their businesses are passed along to family or valued employees without being detrimentally impacted by estate or inheritance taxes. We help owners and executives plan their personal estates to ensure maximum distribution and conservation to future generations.
History
Established in 2001.
Founded in 2001, The Wheeler Group, LLC (TWG) provides Hawaii-based clients with diversified financial solutions, including life insurance, disability income insurance, retirement services, employee benefits, long-term care and investments.
Meet the Business Owner
Garrett W.
Business Owner
M. Garrett Wheeler is the managing partner of The Wheeler Group LLC. Born and raised on the island of Maui, Mr. Wheeler graduated from St. Louis School in Honolulu. He earned his bachelor’s degree from University of California at Los Angeles (UCLA) in 1989 with a degree in economics/political science. In 1994, he cofounded Successories of Hawaii, Inc. and immediately established himself as a leader in the company and became the president of the company in 1997. He continues to provide management consulting services to the off-shoot company, SuccessHawaii. Prior to that, Mr. Wheeler worked with such multinational corporations such as GTE, Perrier and his favorite, the Disney Corporation in Anaheim, California. Mr. Wheeler is actively involved in diverse community service and has volunteered his time coaching youth and high school baseball. In addition, he previously sat on the board of directors for the American Diabetes Association, and the Hawaii Centers for Independent Living (HCIL).
