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This page was last changed on September 16, 2026, last checked on September 16, 2026 and applies to citizens and legal permanent residents of the United States.

1. Introduction

Our website, https://wheelerfinancial-llc.com (hereinafter: "the website") uses cookies and other related technologies (for convenience all technologies are referred to as "cookies"). Cookies are also placed by third parties we have engaged. In the document below we inform you about the use of cookies on our website.

2. Cookies

When you visit our website it can be necessary to store and/or read certain data from your device by using technologies such as cookies.

2.1 Technical or functional cookies

Some cookies ensure that certain parts of the website work properly and that your user preferences remain known. By placing functional cookies, we make it easier for you to visit our website. This way, you do not need to repeatedly enter the same information when visiting our website and, for example, the items remain in your shopping cart until you have paid. We may place these cookies without your consent.

2.2 Statistics cookies

We use statistics cookies to optimize the website experience for our users. With these statistics cookies we get insights in the usage of our website.

2.3 Marketing/Tracking cookies

Marketing/Tracking cookies are cookies or any other form of local storage, used to create user profiles to display advertising or to track the user on this website or across several websites for similar marketing purposes.

3. Placed cookies

Most of these technologies have a function, a purpose, and an expiration period.

A function is a particular task a technology has. So a function can be to "store certain data."
Purpose is "the Why" behind the function. Maybe the data is stored because it is needed for statistics.
The expiration period shows the length of the period the used technology can “store or read certain data."

Complianz

Functional

Consent to service complianz

Usage

We use Complianz for cookie consent management. Read more about Complianz

Sharing data

This data is not shared with third parties. For more information, please read the Complianz Privacy Statement.

Functional, Marketing

Consent to service google-recaptcha

Usage

We use Google reCAPTCHA for spam prevention. Read more about Google reCAPTCHA

Sharing data

For more information, please read the Google reCAPTCHA Privacy Statement.

Functional

Name

_grecaptcha

Expiration

6 months

Function

Provide spam protection

Read and filter requests from bots

WordPress

Functional

Consent to service wordpress

Usage

We use WordPress for website development. Read more about WordPress

Sharing data

This data is not shared with third parties.

Functional

Name

wpEmojiSettingsSupports

Expiration

session

Function

Store browser details

Google Analytics

Statistics

Consent to service google-analytics

Usage

We use Google Analytics for website statistics. Read more about Google Analytics

Sharing data

For more information, please read the Google Analytics Privacy Statement.

Statistics

Name

_ga_*

Expiration

1 year

Function

Store and count pageviews

Name

_ga

Expiration

2 years

Function

Store and count pageviews

CloudFlare

Functional

Consent to service cloudflare

Usage

We use CloudFlare for content distribution network (CDN) services. Read more about CloudFlare

Sharing data

For more information, please read the CloudFlare Privacy Statement.

Functional

Name

__cf_bm

Expiration

30 minutes

Function

Read and filter requests from bots

YouTube

Marketing

Consent to service youtube

Usage

We use YouTube for video display. Read more about YouTube

Sharing data

For more information, please read the YouTube Privacy Statement.

Store user preferences

Miscellaneous

Purpose pending investigation

Consent to service miscellaneous

Usage

Sharing data

Sharing of data is pending investigation

Purpose pending investigation

Name

llar_login_flow

Expiration

Function

4. Browser and Device based Consent

When you visit our website for the first time, we will show you a pop-up with an explanation about cookies. You do have the right to opt-out and to object against the further use of non-functional cookies.

4.1 Manage your opt-out preferences

You have loaded the Cookie Policy without javascript support. On AMP, you can use the manage consent button on the bottom of the page.

5. Enabling/disabling and deleting cookies

You can use your internet browser to automatically or manually delete cookies. You can also specify that certain cookies may not be placed. Another option is to change the settings of your internet browser so that you receive a message each time a cookie is placed. For more information about these options, please refer to the instructions in the Help section of your browser.

Please note that our website may not work properly if all cookies are disabled. If you do delete the cookies in your browser, they will be placed again after your consent when you visit our website again.

6. Your rights with respect to personal data

You have the following rights with respect to your personal data:

you may submit a request for access to the data we process about you;
you may object to the processing;
you may request an overview, in a commonly used format, of the data we process about you;
you may request correction or deletion of the data if it is incorrect or not or no longer relevant, or to ask to restrict the processing of the data.

To exercise these rights, please contact us. Please refer to the contact details at the bottom of this Cookie Policy. If you have a complaint about how we handle your data, we would like to hear from you.

For more information about your rights with respect to personal data, please refer to our Privacy Statement

7. Contact details

For questions and/or comments about our Cookie Policy and this statement, please contact us by using the following contact details:

Wheeler Financial, LLC
2961 Centerville Road, Suite 150, Wilmington, DE 19808
United States
Website: https://wheelerfinancial-llc.com
Email: jay.wheeler@ex.comraymondjames.com
Phone number: (302) 543-5585

This Cookie Policy was synchronized with cookiedatabase.org on September 10, 2026.

Contact

Office: (302) 543-5585

2961 Centerville Road
Suite 150
Wilmington, DE 19808

jay.wheeler@raymondjames.com

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Riskalyze is an independent third party service provider and is not affiliated with Raymond James. Check the background of your financial professional on FINRA's BrokerCheck The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Wheeler Financial, LLC is not a registered broker/dealer and is independent of Raymond James Financial Services. Securities offered through Raymond James Financial Services, Inc., Member FINRA / SIPC. Privacy Policy

2025 Forbes Best-in-State Wealth Advisors The Forbes Best-in-State Wealth Advisors 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.

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