About Wheelhouse Options
Who built this, why it exists, and what it is and is not.
The Team
Michael
Founder
Michael spent nearly a decade at Charles Schwab working across trading, client advisory, and product management before moving into wealthtech. He has worked with high net worth clients on portfolio positioning and risk management, held multiple FINRA licenses, and built tools used by thousands of financial advisors.
Wheelhouse Options came from a simple frustration with how options education is usually taught online. Too basic, too hyped, or both. The Wheel strategy changed how Michael approaches income investing and this site is his attempt to share that clearly, without the noise. The screening tools were built with help from a collaborator with a quantitative finance background.
Kevin Hyatt
Advisor, Commercial Strategy
Kevin spent 12+ years in enterprise sales and financial services, including six years at Charles Schwab, where he worked through the TD Ameritrade acquisition and later advised Fortune 100 companies like Microsoft, Amazon, and Citibank on strategy and growth. He holds a Cornell MBA and has built sales operations from the ground up, most recently helping companies figure out what needs to be true before they are ready to sell.
Kevin and Michael worked together on the trading floor at Schwab, back when the idea for something like Wheelhouse Options was just a conversation about the tools they wished existed. Kevin joined as an advisor to help get the platform ready for real users and real revenue, focused on the product, the pricing, and the go to market plan. When he is not working on that, he is usually outside, on a ski slope in the winter or chasing a good round of golf the rest of the year.
What This Site Is (and Isn't)
What This Site Is
- •Free educational content about options and the Wheel strategy
- •Screening tools to help you evaluate and plan positions
- •Honest discussion of risks and realistic expectations
- •A resource built by someone who has worked in the industry
- •A place to learn at your own pace without pressure
What This Site Is NOT
- •A signal service or trade recommendation platform
- •Financial advice tailored to your personal situation
- •A get-rich-quick scheme or promise of returns
- •A broker, dealer, or registered investment advisor
- •A guarantee of success or specific outcomes
Important Disclaimer
The information provided on this website is for educational and informational purposes only. It should not be considered investment advice, financial advice, trading advice, or any other type of advice. You should not treat any of the website's content as such.
Options trading involves substantial risk of loss and is not appropriate for all investors. Before trading options, you should carefully consider your investment objectives, level of experience, and risk appetite. There is a possibility that you may lose some or all of your initial investment.
Past performance is not indicative of future results. The Wheel strategy, like any investment strategy, carries risk and there is no guarantee of profit. Market conditions, timing, and individual execution can all affect outcomes.
We strongly recommend that you consult with a qualified financial advisor, tax professional, and/or legal counsel before making any investment decisions. The creator of this website is not a registered investment advisor, broker-dealer, or financial planner.
By using this website, you acknowledge that you are solely responsible for your own investment decisions and that you use any tools or information provided here at your own risk.