Providing insurance & wealth management solutions for dental and medical professionals nationwide.

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Proud to represent these fine companies and many more.

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Welcome to Treloar & Heisel

See how we've been working with dental professionals like you for decades.
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Here to help, from training to practice and through retirement.

A Trusted Partner for Your Journey

Experienced guidance and advice for the big decisions ahead, so you can focus on learning and start your career strong.

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Practice with the Confidence of Being Prepared

Customized risk management solutions to support your professional success.

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Strategies for Smooth Transitions

Plan and execute your transition to retirement with professional, experienced guidance that puts your best interests first.  

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Here to help, from training to practice and through retirement.

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About Treloar & Heisel

There is good reason why so many dental specialists, and a growing group of dentists and physicians choose Treloar & Heisel for their insurance needs. What started as a small one-man insurance brokerage in 1959 has today become a nationwide financial services firm, respected and recognized by the top associations in the dental and medical industry.

Read The Whole Story

Treloar & Heisel, Treloar & Heisel Wealth Management, and Treloar & Heisel Property and Casualty are all divisions of Treloar & Heisel, Inc. Investment Advice offered through WCG Wealth Advisors, LLC, a Registered Investment Advisor doing business as Treloar & Heisel Wealth Management. Treloar & Heisel Wealth Management is a separate entity from The Wealth Consulting Group and WCG Wealth Advisors, LLC. Insurance products offered separately through Treloar & Heisel and Treloar & Heisel Property and Casualty. Treloar & Heisel, Inc., Treloar & Heisel Wealth Management, and WCG Wealth Advisors, LLC do not offer tax or legal advice.

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Wealth Management Disclosures

         

"We started out as a family-owned business, and have, over the course of six decades evolved into a big company with a national scope, specializing in financial services for dental and medical professionals…  yet we still feel like family, close-knit and warm... That's how we treat our team and our clients…"

Ken Thomalla
Ken Thomalla
Chief Operating Officer
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