Whetro Wealth Management's story isn't just our own. It's a continuing story that we're writing with all of you. The most important aspect of our business is building relationships with our clients & our community to ensure we can provide for their specific needs. In order to know where we're headed, it was important to our team to let you know where we came from. With that in mind, we are proud to share this project with you. It is the Whetro Wealth Management story-still ongoing-and still being written. We're honored to be writing it with you. Thank you to Levi Hutmacher for assisting us in bringing this to life. Whetro Wealth Management is proud to be a part of the Northwest Ohio community and proud to be in service of all of you. We hope you enjoy it!
Whetro Wealth Management
金融服务
Toledo,Ohio 398 位关注者
We Help You Navigate The Road To Your Financial Goals.
关于我们
Desire...” The fiduciary team at Whetro Advisors combines decades of experience to create a personalized wealth management plan that reflects you and your needs. Individuals, families, and business owners alike seek out the knowledge and security that their financial plan is at work for them. Not only will we tailor a plan with your specific needs in mind, we will help you understand each aspect of it along the way. Whetro Advisors is an independent financial planning firm customizing a well-thought-out path that allows you to enjoy life at your pace.
- 网站
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https://whetroadvisors.com
Whetro Wealth Management的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Toledo,Ohio
- 类型
- 私人持股
- 创立
- 2003
地点
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主要
4169 N Holland Sylvania Rd
Suite 103
US,Ohio,Toledo,43623
Whetro Wealth Management员工
动态
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This Sunday, we're proudly returning as a sponsor of Project iAm's #AcousticsForAutism event. Come be a part of this MASSIVE concert supporting an incredible cause. We'll be at the Bier Garden Stage introducing the incomparable Amelia Airharts, whose set starts at 3:40pm. See you there!
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Financial planning doesn't have to be scary. You can go to the experts who will ensure your retirement portfolio reflects your needs. In the words of our founder, Tim Whetro, that sure sounds "fantastic"!?? Happy #WhetroWednesday...let's get started on your future: 419-824-3300
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Whetro Wealth Management knows that financial security is front of mind for most people. This is why we've spent over 35 years helping hundreds of clients prepare a sound, sensible financial portfolio that allows them to live their retirement years the way they've always envisioned. Our team of experts applies our knowledge, education, and tools to helping you understand how your money is working on your behalf. Tax season is a GREAT time to call us and get started: 419-824-3300
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We're excited to once again participate in Project iAm's #acousticsforautism event March 2nd! You can find us proudly sponsoring Amelia Airharts performance again this year. To find out details, visit www.acousticsforautism.com
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On a day dedicated to love, we're going to extend some of our own to this great community we live in! Here are some photos from last night's Big Brothers Big Sisters event, dedicated to finding ways to help the young people in our community. Our pal Fred LeFebvre was there, proudly representing the TOLEDO BUFFALO SOLDIERS MOTORCYCLE CLUB, Inc. Happy Valentine's Day from the Whetro team! ????
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A constant flurry of information comes at us on a daily basis. It overwhelms most of us as it may contradict what we'd previously understood about our finances and investments. The team at Whetro Wealth Management is here to help cut through the noise and discuss YOUR financial needs. As your chosen Independent Certified Financial Advisor, our focus is YOU. We will customize a financial plan curated to your personal desires & wants for the future. We look forward to helping you: 419-824-3300
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We're excited to be a part of @Project iAm's Acoustics For Autism event again this year... To find out more, visit acousticsforautism.com
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