Nationally recognized. Advice you can trust.

At the Wheelock Investment Group, our mission is to help our clients live their lives by design—not by default. We work with small business owners, professionals, executives, athletes, nonprofits and the founding families of some of the largest corporations in the world to not only achieve their goals, but reach beyond them.

We build strong relationships with each of our clients based on trust, mutual respect and an unwavering commitment to behaving ethically. We recognize that trust in an investment in itself, one that requires nurturing and time to establish, but once earned can span generations. That’s why we’re incredibly proud to have 232 multi-generational families or foundations that have been our clients for 25 years or more.

We invite you to learn for yourself why our team has an impressive 99% client retention rate. Please contact us today to schedule a meeting. 

Proud to be a national award-winner

We are honored that founding member Brad Wheelock has been nationally recognized as a top advisor in the U.S. for over a decade. It is gratifying to be recognized among our peers but the true reward comes from knowing we are serving our clients well. Brad’s awards include:

  • Listed among the Top 1% of wealth advisors in the nation – for 10 years in a row – Barron’s Magazine – 2018-2009
  • Ranked among the Top Wealth Advisors in the countryThe Wall Street Journal – 2018, 2017*
  • Ranked the #2 wealth advisor in MinnesotaBarron’s Magazine (March 2018) & Star Tribune (March 2012) 
  • Named one of America’s Top Wealth Advisors 2017 – Forbes Magazine – October 2017
  • Featured in “America’s Top Wealth Advisors 2016: The Pros Millionaires and Billionaires Trust With Their Money"  Forbes – August 2016
  • Recognized among the top wealth advisors in America – Financial Times – April 2013
  • Recognized as one of the top wealth advisors in the United States  National Association of Board Certified Advisory Practices – 2012, 2011
  • Listed among the top 25 advisors in the country Rep Magazine – November 2012

Join the quarter-century club

There’s a reason that 99% of our clients stay with us. We invite you to learn first-hand what it’s like to have a seven-person team helping you reach your financial goals. Contact us today to learn more or to schedule a meeting.

Meet the team

Our seven-person team was carefully formed to include a wide range of backgrounds and specialties so that we can offer our clients recommendations that have been evaluated from multiple perspectives. We invite you to learn more about us, our credentials, and how we work together. 

Contact us

We invite you to learn more about the Wheelock Investment Group and how we can be of service to you. Please fill out the form below to contact us.

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The best returns are more than financial

At RBC Wealth Management, we know what’s important to you—the success of your family, personal aspirations and the legacy you want to leave to the world. See how we can help you grow more than wealth.