About the Whetro Team

Working to Help you Manage Change

We are a unique fiduciary team of strategists, investors, accountants, financial planners and advisors. We work together – with individuals, families, and business owners – to create personalized wealth management strategies that connect and align all the important aspects of your unique journey.

Whetro Advisors is an independent financial planning firm. Our objective is to provide professional, and tailored solutions rather than a “one size fits all” approach other professionals may use.

We are not limited to working with one financial institution which allows us to choose the company, product and services best suited to each client’s needs.