Our Advisory Services

Wheelhouse started in 2008 and is headquartered in Atlanta, Georgia. We offer a comprehensive suite of integrated risk management (IRM) technology advisory services to senior executives of IRM technology providers and their customers. These services are tailored to address the challenges and opportunities of the dynamic risk landscape facing organizations today.

Strategic Advisory Briefings

Book a 60-minute Strategic Advisory Briefing with Wheelhouse Advisors. These are working sessions that deliver actionable guidance on product strategy, roadmap, positioning, market messaging, and IRM alignment.

Who should schedule

End-user executives

  • Chief Risk Officer
  • Chief Information Security Officer
  • Chief Compliance Officer
  • Chief Legal Officer
  • Head of Enterprise Risk
  • Head of Operational Risk
  • Board or Audit Committee Liaison

Technology and service provider leaders

  • Tech CEO
  • Chief Marketing Officer
  • Chief Product Officer
  • GM or BU Leader
  • Consulting Partner or Managing Director
  • Head of Product Marketing
  • Analyst Relations Director

How it works

  • Sessions run Tuesday to Thursday in limited time blocks
  • Use the calendar below to select a time and complete booking
  • Payment is collected at booking
  • You will receive a Google Meet link and confirmation email
  • You can reschedule up to 48 hours in advance using the link in your confirmation
  • Time zone: Eastern Time (ET)

Ready to book?

Strategic Advisory Briefings are paid working sessions. Use the scheduler below to select a time, complete booking, and receive your Google Meet link by email. You can reschedule up to 48 hours in advance using the link in your confirmation.

If you require an invoice for procurement, email info@wheelhouseadvisors.com before booking and we will assist.

Cancellation and payment policy

  • Cancellations within 48 hours are non-refundable
  • No-shows are not refunded
  • Confidentiality: a mutual NDA is available on request for briefing sessions

Awareness-only research updates: If you only need to share a brief AR update for research awareness, email a 1–2 page summary or a concise deck (up to 10 slides) to info@wheelhouseadvisors.com. No meeting, feedback, or deliverables are provided on that path.