CoverProfile

Benjamin J Wheeler

Registered Investment Advisor

Schwarz Dygos Wheeler Investment Advisors (SDW)

United States, Minnesota, Minneapolis

About Me

I am a Certified Financial Planner™ professional with over 10 years of experience, and founding principal of SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC. My clients range from high net worth families to top executives to small business owners. As an enduring student of the markets, I work hard to make sure that you, as my client, are making informed decisions about your financial life. It starts with actively listening and understanding your goals and decision-making process. This lets me create individualized solutions to meet your needs and help steer you to your goals while taking advantage of smart opportunities. The ultimate goal is to craft these solutions into a unique and indivi

View more

Profile Information

Registered Investment Advisor

Schwarz Dygos Wheeler Investment Advisors (SDW)

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Minneapolis

Minnesota

United States

May 21, 2025

More profiles to browse

Profile Photo
Joseph Schwarz
Partner & Founding Principal
Profile Photo
Paul Wilson
Financial Advisor
SD
Stephen Dygos
Co-Founder Managing partner and Principal

You Might Like

KB
Karin Berry
Senior Director of Sales & Marketing
Brookdale
BW
Bill Wood
Managing Member, Principal
Nova R Wealth
ME
Michelle Elliott
Chief Operating Officer & Senior Client Service Manager
Kowalski Financial
RD
Russ Degitz
Principal
Huntington University