Seth Wheeler
Principal - Halcyon Wealth Strategies
Charlotte,
North Carolina
About
Company name
Business title
CFP®, CEPA®, Planner & Wealth Management Advisor
Contact
How to contact
wheelers65@gmail.com
Professional Profile
Call Me When
My team and I advise business owners in succession planning, group and executive benefits for employee / key person retention, and exit planning
Professions
Insurance
M&A Intermediary
Wealth Manager
Functional Expertise
Board of Directors (not for profit)
Capital markets
Cash flow enhancements
Cash management
Charitable giving
Employee benefits
Employee engagement/ retention
Entrepreneurship
Equity
ESOPs
Estate planning
Family business
Fiduciary
Financial Modelling
Investments
Management succession
Philanthropy
Private equity
Retirement
Risk management
Sell side/Divestiture
Tax
Trusts
Exit/Transition Planning
Business Focus
High Net Worth Families, Business Owners, Family Enterprise, Entrepreneurs
Professional Certification
CFP®, CEPA®, Series 6,7,63, Life / Health Insurance, Long-Term Care, Malcom Baldrige National Examiner
Transition Planning Certification or Methodology
CEPA®
Client Industries
Business Services
Consumer Services
Energy/Utilities
Financial Services
Government
Health/Pharma/Biotech
Manufacturing
Real Estate/Construction
Software/Internet
Wholesale/Distribution
Chapter information
Membership
Charlotte Individual
Member since
Member for 1 year
Why I'm a Member of XPX
Maximize foundational knowledge from experts in the exit-planning field. Share best practices and pitfalls in the exit planning space with regard to personal and legacy wealth planning, estate planning, and succession to enable an optimal exit
Make XPX Part of Your Business Plans
Explore
Learn
Account
Connect
Help & Support
© 2025 XPX Global LLC. Privacy Policy Norms & Principles Site Map Terms of Use
© 2025 XPX Global LLC. All Rights Reserved.
