Investment Planning

Whetro Wealth Management wants to help you secure your financial future through sensible, educated investment choices.

Understanding Your Investments

As your chosen independent certified financial planning firm, you will be empowering our team of licensed financial advisors to help grow and maintain your investments. Whetro Wealth Management will establish a carefully strategized investment plan that reflects your financial needs while monitoring its progress, adjusting when necessary, sharing updates all along the way.

Investing: What To Know

To build a solid, sensible investment strategy for you, it’s vital to determine your goals. As an investor, you’re looking for the following:

1. A safe place to house your money

Whetro Wealth Management is an independent certified financial planner. Because of this, we are not adherent to specific products pushed by a parent company. This means that through a client/advisor relationship built on trust and education, we will create an investment portfolio tailored to you. Our communication is transparent. You will know where your money and investments lie, you will be able to make decisions as needed. Whetro will advise each step of the way to secure each decision soundly benefits your needs.

2. A source of income that can meet your needs

Ensuring that you not only have the financial stability to meet your day-to-day needs, but also to be able to truly enjoy your retirement the way you envisioned. You want to plan a spur of the moment vacation. With Whetro Wealth Management’s expertise at the helm, you can book that trip AND know that your sound financial plan allows you to afford this.

3. To grow your investment portfolio

Ultimately, this is what true investment planning is all about! Our independent financial planning experts will help you choose the correct investment options for you. While we will share suggestions, our job is to educate clients to make the best decisions that meet their monetary needs. Together we will help build you the most desirable portfolio to accompany your retirement years.

The certified wealth management advisors at Whetro will help you to understand your investment’s purpose and how your money is at work on your behalf. We will continually monitor and rebalance to fit your optimal performance needs.

“How Much Risk Should I Take With My Investment?”

This is the most common question asked when it comes to investment. Risk level is based on a variety of factors, but your financial goals will be the most powerful component in establishing this road map:

  1. Determine what your available financial contribution will be either monthly or annually.
    Then, we determine when you will need to pull from your investment. Taking this information, our wealth management team will be able to create the most sensible investment portfolio to give you the financial stability and security you envisioned for your retirement years.
  2. It is important to remember that “low risk, high return” doesn’t truly exist.
    However, Whetro Wealth Management is committed to helping educate our clients so they understand the value of a risk. Based on your needs, we will help to diversify your investment portfolio to avoid all your finances being in one place. This helps to alleviate that fear of “losing it all”.This is one of the many benefits to working with an independent financial planner. We are not adherent to any specific products. Our advisement will be customized to your wants. This is in alignment with our fiduciary duty AND our commitment to our clients. In those instances where we diversify your investment, we partner with you to evaluate the pros and cons of each option. The end result is to tailor investments with specificity. Long-term retirement, fast and high returns, we will help to create the most sensible portfolio for you.

Our Goal: To Help Your Investments Successfully Work For You

We are Northwest Ohio’s most trusted independent certified financial planning group. Whetro clients rest easy knowing their investments are being securely managed by our licensed financial experts. Not only will we focus on helping you reach your financial goals, we will also maintain strong communication with you through each step of the process. If your goals change, Whetro is here to help no matter the situation.

Contact us for a free consultation today.