As an independent planning firm and fiduciary, we can offer investment platforms that fit the individual investor, accounts such as fee-based platforms, fixed, annuities and mutual funds.
We help identify key financial issues and prepare a list of strategies for achieving your goals. We meet with you periodically to review your plan and make any adjustments needed.
Our insurance department will help you define your insurance needs as your circumstances change with different stages of life - insuring against life's unexpected changes.
Our accounting group will help assist you throughout the year with your tax planning. Having proper tax planning is an important aspect of the overall financial planning process.
What Can Whetro Advisors Do for Investors in Toledo and Northwest Ohio?
From financial planning to investment planning, insurance planning and tax planning, our experienced advisors work with you to determine a financial track that aligns with your life goals. We understand that every person’s situation is different and there is no way that one type of plan will work for everyone. With more than thirty years of experience helping people in the greater Toledo area grow and manage their wealth, we put a customized financial plan together for you to meet your attainable goals. Contact us today to schedule a free consultation.
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 One Single Step
Financial plans as well as investment plans should be a continual process between our clients and our advisors. We are here to meet with you as frequently as necessary to help you understand the best way to stay on track and grow your finances without getting confused over which strategy will work best for you. Together, we can set you up for the future you want by developing realistic short and long-term goals that will allow you to have financial freedom to continue or improve your lifestyle and leave a legacy. When you’re ready to work with a fiduciary and independent financial advisor to grow your assets and build wealth, contact Whetro Wealth Management for help.