Broker Check
Jack Wheeler, CFP®

Jack Wheeler, CFP®

Wealth Advisor

Jack joined HT Partners as a Wealth Management Intern in the summer of 2021. After obtaining his
Bachelor of Science in Business Administration from The Ohio State University, he returned to HT
Partners LLC full-time as a Financial Planner. He has since obtained his Certified Financial Planner®
certification, which signifies his commitment to the highest standards of financial planning and ethical
practices.

Jack is a passionate financial planner committed to supporting multi-family offices, where he integrates
wealth planning strategies such as succession planning, wealth transfer & preservation, and special asset
management that align with the family's shared vision, goals and core values.

Jack resides in East Lyme, Connecticut. In his free time, Jack enjoys traveling, hiking, and playing golf.