Scott J. Wheeler


    Focus: Insurance Strategies, Investment Strategies

    Languages: English

    I offer total financial needs analysis through a network of experienced professionals with expertise in:

    • Advisory services
    • Retirement analysis and programs
    • Estate strategies
    • Employee benefit and retention services
    • Business continuation strategies
    • Trust services*

    *Trust services offered through the MassMutual Trust Co., FSB

    See Scott’s Licenses and Disclosures

    Check the background of this investment professional on FINRA’s BrokerCheck

    Contact Scott

    *Fields are required

    Synergy Wealth Solutions

    Main Office

    16150 Main Circle Drive Suite 400
    Chesterfield, MO 63017-4689

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    CRN201912-180567