Our ability to advise on multiple asset classes from Securities, to Business, to Real Estate sets us apart and allows us to provide the right solution to our clients
We advise with a teachers heart seeing every opportunity as an opportunity to increase the financial IQ of our clientele
Because we know that no two financial situations are the same, all of our advice is tailored to meet your needs
All of our communication is done remotely, allowing you the freedom to meet with an advisor when it is most convenient for you
We’ve published our fee structure so that there are never any surprises
Not sure where to start your investment journey? The implementation plan will get your finances to a place where it can start to contribute in a significant way to your investment strategy
Along with the 4 steps it takes to complete your implementation plan, you will receive helpful information material to read at your leisure
One 15 minute discovery call, followed by two 1 hour information sessions allowing our advisors to learn your specific situation and provide custom advice
Ready for a one-stop shop that answers all of your financial questions? Register now for Club RINO+ to gain exclusive access to all of our resources
Club RINO+ is the financial literacy ecosystem of the future. The RINO Lounge provides like-minded RINOs an opportunity to come together and learn
The Student Portal gives you access to all of the courses you have enrolled in, Wealth Guides and Wealth Checklists provides tips and best practices to build wealth, and financial calculators help you with financial goal setting
After taking our Real Estate Investing course you will have achieved a big enough portfolio that will need to be managed which is why we offer the owner portal to track your growing assets
If you want to start investing but have outstanding “bad debt” that needs to be reduced so you can increase your investment contributions. The Debt Paydown product will help you have an organized and straight forward path to getting your current debt under control.
The Debt Paydown product will utilize data that you provide based on your current income, cashflow, and different debt types in order to provide you with a personalized debt paydown strategy.
If you are curious where you stand financially; The Personal Financial Score will give you gauge on how well you stack up based on your current financial status.
The Personal Financial score will utilize data that you provide based on your current income, asset mix, and overall net worth in order to provide you with a personalized score based on a variety of different factors.
RINO INVEST Property Management will manage the execution of the pro forma.
Matt Pettit, CIO
Matt Pettit serves as the Chief Investment Officer of RINO INVEST. He is a 2015 Graduate of Wofford College with a degree in Accounting. He also serves his country as a Captain in the United States Army Reserve.
Favorite quote:
“Money is a terrible master but an excellent servant.”
P.T. Barnum