Rinehart Wealth Management

Description

• Rinehart Wealth & Investment Advisory, founded in 1985 by Mary Rinehart, CEO, is a comprehensive fee-only RIA providing unique and personalized wealth management solutions to individuals and families in the Charlotte area and around the nation. The boutique firm offers investment management and comprehensive financial planning services through a holistic approach to each client's financial goals, needs and risk tolerance. The firm's associates work together to give each client a team to attend to all the details of the client's financial life. The firm offers personalized solutions through:- Strategic and Tactical Portfolio Management- Manager Selection and Monitoring- Risk Management- Alternative Investment Research- Charitable Planning and Philanthropic Advisory - Trust & Estate Planning - Retirement Planning- Tax Coordination and Planning- Insurance Planning & Analysis- Generational Wealth Transfers- Divorce PlanningWith an Investment Team, Rinehart Wealth Management is able to develop unique proprietary investment research based on the intersection of global macroeconomic issues, sector and industry trends, technical analysis and risk management. This allows the team to provide the potential for improved risk-adjusted performance for each client. Associates at the firm have extensive experience in the industry and necessary credentials as a Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA) to offer expert advice and solutions to their clients.
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  Headquarters:521 East Morehead Street Suite 580, Charlotte, North Carolina, United States

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  Phone Number: +1 704-374-0646

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  Website: https://www.rinehartwia.com

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  Employees:9

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  Revenue:$1 - 10M

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  Legal Name:Rinehart Wealth Management

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• |  NAICS Code: 523930  |

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