Nationally recognized. Advice you can trust.

The Wheelock Investment Group has a belief that "wealth" goes beyond money. It includes the blessings of family and the richness of friendship. It's the peace of mind that allows you to focus on the things that you care most about; while the team focuses on you and the family you love. That's why they're so proud to have earned the loyalty of 232 multi-generational families that have been friends and clients for 25 years or more. Perhaps that explains their 99% client retention rate and why small business owners, professionals, executives, athletes, non-profits and the founding families of some of the largest companies in the world have already hired them. Founder Brad Wheelock's accolades include:

  • Listed among the Top 1% of wealth advisors in the nation—for 11 years in a row – Barron’s Magazine – 2019-2009
  • Ranked among the Top Wealth Advisors in the country for the last three years The Wall Street Journal – 2019-2017*
  • Ranked the #2 wealth advisor in MinnesotaBarron’s Magazine (2018) & Star Tribune (2012) 
  • Named one of America's Top Wealth Advisors – Forbes Magazine  2019, 2017
  • Recognized among the top wealth advisors in America – Financial Times – 2019, 2013
  • Featured in “America’s Top Wealth Advisors 2016: The Pros Millionaires and Billionaires Trust With Their Money"  Forbes – 2016
  • 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

We invite you to learn first-hand what it’s like to have a multigenerational team helping you reach your financial goals. Contact us today to learn more or to schedule a meeting.

Meet the team

Our multi-generational 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.