Log in
Forgot password


Share this profile with your contacts or followers:

MEMBER PROFILE

 

Seth Wheeler

Principal - Halcyon Wealth Strategies

 

Member profile details

Membership level
Charlotte Individual
First name
Seth
Second name/initial
A
Last name
Wheeler
Suffix
CFP®, CEPA®
Title
CFP®, CEPA®, Planner & Wealth Management Advisor
Company
Principal - Halcyon Wealth Strategies
XPX Chapter Email Lists
  • Charlotte News & Events
 

CONTACT INFORMATION

City
Charlotte
State
North Carolina
 

PROFILE INFORMATION

Call me when
My team and I advise business owners in succession planning, group and executive benefits for employee / key person retention, and exit planning
Why I/we support XPX
Maximize foundational knowledge from experts in the exit-planning field. Share best practices and pitfalls in the exit planning space with regard to personal and legacy wealth planning, estate planning, and succession to enable an optimal exit
Profession
  • Insurance
  • M&A Intermediary
  • Wealth Manager
Functional Expertise
  • Board of Directors (not for profit)
  • Capital markets
  • Cash flow enhancements
  • Cash management
  • Charitable giving
  • Employee benefits
  • Employee engagement/ retention
  • Entrepreneurship
  • Equity
  • ESOPs
  • Estate planning
  • Exit/Transition Planning
  • Family business
  • Fiduciary
  • Financial Modelling
  • Investments
  • Management succession
  • Philanthropy
  • Private equity
  • Retirement
  • Risk management
  • Sell side/Divestiture
  • Tax
  • Trusts
Client Industry(ies)
  • Business Services
  • Consumer Services
  • Energy/Utilities
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Real Estate/Construction
  • Software/Internet
  • Wholesale/Distribution
Professional Certification(s)
CFP®, CEPA®, Series 6,7,63, Life / Health Insurance, Long-Term Care, Malcom Baldrige National Examiner
Transition Planning Certification or Methodology
CEPA®
In Business Since
2020
How to contact
wheelers65@gmail.com
Twitter name
@wheelers65
Business Focus
High Net Worth Families, Business Owners, Family Enterprise, Entrepreneurs
Copyright XPX Global LLC | Terms-of-Use | Privacy-Policy