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

Benjamin J Wheeler
Registered Investment Advisor
Schwarz Dygos Wheeler Investment Advisors (SDW)
United States, Minnesota, Minneapolis
About Me
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
SD
Stephen Dygos
Co-Founder Managing partner and Principal
Joseph Schwarz
Partner & Founding Principal
Paul Wilson
Financial Advisor
You Might Like
BH
Bob Helmer
President Emeritus
Baldwin Wallace University
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
Todd Walters
Co-Founder & Managing Member
Spearhead Capital Advisors, LLC. (Private)
JB
Jared Burke
Chief Operating Officer
Crescent Wealth Partners