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WHY US

Who We are

About us

Wheelock Wealth Solutions was established in 2015 with a straightforward purpose: to help people make confident financial decisions during retirement. We understand that the shift from earning a paycheck to relying on your savings brings real concerns, and we're here to provide guidance tailored to your specific situation.

Step 1

Setup

The more I know about you, your finances, and your goals, the more thoughtfully I can strategize.

Step 2

Strategize

I’ll map out a financial strategy based on your goals, time horizon, and risk tolerance.

Step 3

Execute

Life changes? Market volatility? I’ll keep your financial blueprint on track every step of the way.

why we love what we do

How We Work

We believe financial advice should be built on trust, integrity, and patience. Your goals aren't our goals, your timeline isn't our timeline, and your concerns deserve thoughtful attention. We take the time to understand where you are, where you want to go, and what's keeping you up at night. From there, we build a plan that makes sense for you.

Who We are

What Drives Us

One of the biggest worries we hear from clients is whether their money will last as long as they do. It's a legitimate concern, and it's one we take seriously. Our work is designed to help ease that worry by creating strategies that balance your current lifestyle with your long-term needs. We look at your income sources, your expenses, your goals, and your risk tolerance to build a plan that gives you clarity about your financial future.

Who we are
Your Valued Resource

Good financial decisions rarely happen in isolation. Sometimes you need someone to talk through an idea, challenge an assumption, or simply confirm you're on the right track. We serve as a valued resource you can bounce ideas off, whether you're considering a major purchase, evaluating a potential financial opportunity, or just want a second opinion. We're here when you need us.

Who you will work with

Meet your team

My reasons for becoming a financial professional are deeply personal. I repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. I am confident that with my understanding of personal finance, coupled with my training as a financial professional, I can help people carefully prepare for the future. After years in the business, I have developed a reputation for educating individuals in an easy-to-understand manner so they can grasp personal finance and use those concepts to pursue their financial objectives. I feel a commitment to my community.

Glenn Wheelock

Glenn Wheelock

President, Owner

(410) 320-8877

glenn.wheelock@lpl.com

For over three decades Glenn has helped clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. With extensive experience throughout shifts in the markets, Glenn has...

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Sophie Syska

Sophie Syska

Client Specialist

I am excited to join the team as a Client Specialist, assisting with the operational and administrative needs of Wheelock Wealth Solutions. I have a background in finance, holding a degree from Florida State University. Over the years...

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Get started today

Ready to Start the Conversation?

If you have questions about your retirement or want to explore how we might work together, we'd welcome the opportunity to talk. Reach out today to schedule a meeting and take the first step toward greater clarity about your financial future.

Let's Talk