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. 

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Whetro Wealth Management Service Standard
FIDUCIARY DUTY:  An investment advisor’s fiduciary duty under the Advisors Act comprises a duty of care and a duty of loyalty. This means the advisor must, at all times, serve the best interest of its client and not subordinate its client’s interest to its own. This combination of care and loyalty obligations has been characterized as requiring the investment advisor to act in the “best interest” of its client at all times. An advisor’s fiduciary duty is imposed under the Advisors Act in recognition of the nature of the relationship between an advisor and its client—a relationship of trust and confidence.

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. 

President's Council Capital Investment Companies
President's Council Capital Investment Companies

Listen to the Whetro Advisors Morning Market Update

The market update airs Monday-Friday at approximately 6:35 AM on the Fred LeFebvre Show. Listen on iHeart Radio and News Radio WSPD 1370AM/92.9FM – Toledo’s News, Weather & Traffic. Get the latest financial market news and updates every morning!
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.
Tim Whetro, CFP

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.