Broker Check

6303 Owensmouth Avenue, 10th Floor, Woodland Hills, CA 91367

(818) 936-3900
contactus@envisagewm.com
Client Login

Clarity in a Complex Financial World

We help families with special needs children navigate complex financial decisions with clear, tax-efficient strategy, creating your wealth for tomorrow.

Let's Talk
EnvisaCare Planning, Our Primary Service, Guides Families to a Future That Excites

EnvisaCare Planning, Our Primary Service, Guides Families to a Future That Excites

President and Senior Wealth Manager, Robert Wheatley, designed EnvisaCare Planning to be the integration of your personal financial planning and the future care of your loved one with special needs. Rooted in integrity, education, and a commitment to helping individuals, assisting families to build a meaningful legacy. To accomplish that we provide step by step guidance to building and maintaining a lifetime plan for a loved one with special needs. 

Financial Confidence Starts with a Comprehensive Plan

Financial Confidence Starts with a Comprehensive Plan

We take a holistic, tax-savvy approach to financial planning, helping you align your assets with the future you envision. Our process is built on transparency, strategic experience, and a commitment to guiding you through each financial milestone with clarity and confidence.

Proven Strategies, Personalized for You

Our team brings decades of financial experience, industry knowledge, and a client-first approach to help you make informed decisions with confidence.

Connect With Our Team

Financial Solutions That Work

Our tailored financial services provide the strategies and support you need to navigate wealth building, retirement, and business success—all in one place.

Personalized Wealth Planning

From retirement planning to investment strategies and estate preservation, we help individuals and families align their wealth with their goals for a stable and fulfilling future.

Explore Personal Services

Strategic Business Solutions

We provide business owners with professional financial guidance, including 401(k) and profit-sharing plans, tax-efficient strategies, and succession planning to create long-term success.

Explore Business Services

Wealth Planning, Built for You

Pre-Retirees & Retirees

Preparing for retirement or already retired? We help you make the most of your savings, manage distributions, and make sure your wealth lasts through every stage of retirement.

Business Owners

Running a business means making complex financial decisions daily. We help you optimize tax strategies, retirement plans, and business succession so you can focus on growth.

Medical Professionals

Balancing a demanding career with long-term financial planning? We offer specialized strategies to manage student debt, build wealth, and plan for a stable retirement.

Municipal Employees

Navigating pension plans and retirement benefits can be overwhelming. We simplify the process to help you maximize your hard-earned benefits and build lasting financial independence.

Waterfront Employees

With unpredictable income cycles, it’s crucial to have a financial plan that provides stability. We help longshoremen and waterfront workers build a stable future with confidence.

Special Needs Families

Caring for a loved one with special needs requires thoughtful planning. We provide strategies to protect assets, navigate government benefits, and create long-term financial stability.

See How We Serve You

Financial Knowledge to Empower Your Future

Take control of your financial future with professional insights, tools, and resources designed to help you make informed, confident financial decisions.

Gun Ownership and Your Homeowners Policy

Gun Ownership and Your Homeowners Policy

Gun owners need to make sure that their homeowners policy covers the full value of their firearm(s) as personal liability.
Learn More
What's My 2026 Tax Bracket?

What's My 2026 Tax Bracket?

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.
Learn More
Does Your Child Need to File an Income Tax Return?

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Learn More
Planning Your Legacy & Your Family’s Financial Future

Planning Your Legacy & Your Family’s Financial Future

Leave a legacy and plan for your family's financial future. Arrange your affairs and find ways to pass on your wealth.
Learn More

Let's Talk.
Take the First Step.

Thank you!
Oops!