Driven by our core beliefs

At the Wheelock Investment Group, our team has a set of core beliefs that influence everything we do: we would rather be the best wealth management team than the biggest; integrity and honesty are the heart of our business; and we will work tirelessly to achieve excellence in everything we do.

This can be boiled down to one simple idea: our clients’ interests come first. Always.

That commitment has led us to establish exacting standards in how we work with you. As a Wheelock Investment Group client, you can expect:


  • You will be treated promptly, fairly and with respect at all times

Candid communication

  • We will meet with you regularly and information will always be disseminated in a timely and frank manner

After-hours assistance

  • We know that life doesn't stop at 5pm. If you have an urgent matter after our office closes, you can still reach us via an after-hours cell phone


  • You undoubtedly have several financial professionals that you work with. We will simplify your life by working with your CPA, tax attorney or other professionals directly to disseminate the information they need

Perhaps our commitment to putting our clients first is why many of our clients have been with us for over 25 years. We invite you to experience the Wheelock Investment Group for yourself. Please contact us today to set up a meeting or to discuss how we can be of service to you.

Let's start the conversation

If you want to discuss your portfolio or have financial questions, please fill out the below form.

To protect your privacy, we ask that you not send any confidential information, such as bank account numbers, credit card information or account details, through this contact us form.

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