This Is The Wealth Council
The Wealth Council is a curated group of independent financial advisors shaping the future of retirement planning. Each advisor is united by a commitment to education, innovation, and extraordinary client service. Your future deserves more than yesterday’s strategies.
Experience You Can Draw From.
Guidance You Can Act On.
350+ Years of Combined Experience
The Wealth Council brings together experienced financial professionals to break down the real issues affecting retirement today. This is not theory. This is not one-size-fits-all advice.
50,000+ Families Served
A broad base of real-world planning conversations across market cycles, tax environments, and retirement decisions.
$3B+ in Assets Represented
Experience supporting meaningful retirement, income,
investment, and legacy planning decisions.
Specialized Planning Credentials
A council that includes professionals with backgrounds in tax planning, retirement income, estate planning, IRA strategy, fiduciary guidance, and advanced financial planning.
Inside The Council
7368
Don Chamberlin
CFED, CFEI
Chamberlin Group
|
St. Louis
,
MO
Don Chamberlin
7381
Micheline Dagher
CRPC®, AWMA®, AAMS®, NSSA®
Dagher Wealth Management
|
Burlington
,
MA
Micheline Dagher
7410
Prashant Sabapathi
Elite Income Advisors
|
Ellicott City
,
MD
Prashant Sabapathi
7374
Todd Schwendiman
Heritage Wealth Management
|
Sandy
,
UT
Todd Schwendiman
7385
Garry Thurman
Guardian Investment Advisors
|
Chattanooga
,
TN
Garry Thurman
7400
Stewart Willis
Omega Wealth Private Capital
|
Phoenix
,
AZ
Stewart Willis
Wealth Council
