Wealth Management Services

Tailored For You

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Here at RINO INVEST Wealth Management, we take a holistic approach to our clients. Starting with increasing the financial IQ of all that work with us through our educational courses. In these courses, you will not inundated with superfluous information but with applicable information. We teach the core concepts of finance as well as the core concepts of individual asset classes. We do this in a student centric manner, by providing something for the audio, visual, and interactive learner. By the end of each course, you will be able to take an exam to confirm comprehension as well as receive a personalized investment strategy that will allow you to fully take advantage of the options we provide as financial advisors.

Once you have the knowledge necessary, we will work with you one-on-one to put into action your investment strategy. Keep in mind significant life events like marriage, children, buying your first home, vacations, and more. Working with us isn’t like going to the dentist for a cleaning twice a year; it truly is a partnership that is fostered by our demonstrated command of the financial concepts, and your pursuit for achieving financial independence. At RINO INVEST, teamwork makes the dream work is more than just a cliche it’s our ethos.

As we work with you to determine your S.M.A.R.T. financial goals, your risk tolerance, your current cashflow situation, and near term significant life events, we will begin taking action by buying the asset class that is right for you. Whether that is real estate, a franchise business (think Subway), or equities. We are here to help you succeed!

Well, congratulations on taking the first step in the journey towards financial independence. By visiting a company like ours, you have already demonstrated the need to find a solution to your problem. Even if we don’t end up being that solution, we wish you all the best and a sincerely happy that you’re increasing your financial literacy.

Thank you for your time and we hope to see you become a RINO!

5 - Step Financial Consulting Phase

Step 1

Set Goals based on current income

Step 2

Financial Math: Calculate path to reach goals

Step 3

Assess Risk Level Tolerance

Step 4

Portfolio Consulting & Rebalancing

Step 5

Routine Benchmark of Progress towards goals

Client Communication / Workflow Levels

Scheduled Presentations
Progress Reports
Flexible Dates
Hourly Rates

Emergencies
Concise Review Sessions
Financial Event Consulting
Hourly Rates

Any Questions
Our eNewsletter
Any Admin documents
Fee Summaries

Online CLUB RINO Access
Online Meeting Scheduling
Online payment portal

Advisory Fees Structure

($100-$200/Hour & Tax)

A typical fee approach for clients seeking a one-time consulting engagement.

RINO INVEST Education Courses

Financial Tracking Templates (Excel, Power BI)

Minimum $100,000; a single advisory fee each year governing investment portfolio design and management as well as basic ongoing financial planning services (Quarterly)