A complete list of active advisors currently associated with Rinaldi Wealth Management, Inc.

Warmer can help you find a great advisor at Rinaldi Wealth Management, Inc. or one who fits your needs even better.

Rinaldi Wealth Management serves individual and high-net-worth clients, providing discretionary asset management, comprehensive financial planning, and ERISA 3(21) retirement-plan advisory services. The firm is fee-only and reports approximately $243.2 million in discretionary assets under management across about 363 client relationships. The firm’s investment work emphasizes asset allocation and mutual fund/ETF analysis and tailors portfolios to clients’ goals, risk tolerance and time horizon; RWM may engage third‑party sub‑advisors to manage all or portions of client accounts and retains discretion to hire or terminate those sub‑advisors. Account oversight and reviews are performed on a regular basis (quarterly, with ad hoc reviews as needed) and clients receive custodial statements directly from qualified custodians. A notable feature disclosed in the brochure is the firm’s foundation that provides complimentary educational seminars and workshops on retirement topics, an outreach activity the firm acknowledges could create conflicts and says it mitigates through disclosure and fiduciary duties. The brochure also indicates the firm uses client testimonials in its advertising, a practice that is uncommon among peers and, together with the foundation’s public education efforts, distinguishes RWM’s client outreach approach relative to other supported firms.

To learn more about the advisors currently working at Rinaldi Wealth Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.