Investment Planning
Financial Planning
Insurance Planning
Tax Planning
The Whetro Service Standard
The Whetro Service Standard is a commitment to our clients. As your chosen financial advisor, our team is committed to going above and beyond customizing a plan that achieves your goals.
We promise to provide you with the knowledge, communication, and resources necessary to make the best decisions for your financial future-all while providing you the outstanding personal customer care you’ve come to expect from Whetro Advisors. We’re here to help you on your journey.
Whetro Advisors Are Helping Investors in Northwest Ohio And The Greater Toledo Region
Every person’s story is different. Your wealth management plan should reflect that. At Whetro Advisors, our goal is to build a relationship with every client based on knowledge and understanding. Through this relationship, you will have a better understanding of your personal wealth, investments, and how they’re at work for you.
With nearly 35 years of experience in financial planning, investment planning, insurance planning, and tax planning, Tim Whetro and his experienced team of advisors bring our knowledge together to help you. We will customize a financial plan geared towards you establishing attainable goals that we will help you reach. In turn, you rest assured knowing you’re in experienced hands giving you peace of mind about your financial future. Receive a free consultation today.
Listen to the Whetro Advisors Morning Market Update
Whetro Wealth Management is growing. We are expanding our staff and our facilities to keep pace with your needs. As the expansion continues, we remain committed to providing independent, professional, and personalized service. This commitment is even more important to you, given the increasingly complex, changing financial world in which we live.
Financial and Investment Planning Should be an Ongoing Process, Not a Single Step
Financial and investment plans are a continual process in the relationship with our clients. With that in mind, we are here to help you understand the best way to stay on track and grow your finances establishing the strategy that best suits your needs. Together, we can provide you the future you desire by developing realistic short and long-term goals. This affords you financial freedom to continue enhancing the lifestyle you enjoy, while leaving a lasting legacy. The Whetro team is ready to work with you to grow your assets and build wealth.
Contact Whetro Wealth Management for a free consultation today.
