Rinehart Wealth Management
                  
Rinehart Wealth Management

Welcome
To Greater Trust                                                           

Rinehart Wealth Management was established almost three decades ago as one of the first Fee-Only firms in Charlotte with the goal of providing proprietary investment management and individualized financial planning solutions to clients.
 

In today’s confusing wealth management world of cookie-cutter solutions sold by large organizations, Rinehart Wealth Management distinguishes itself with its team-approach to managing our client’s entire financial picture. Each client receives first hand investment recommendations from their Portfolio Manager as well as a customized financial overview from their Financial Advisor. All investment work is done in-house by our Investment Team, providing clients with direct access to experienced investment managers.

The unique client experience, proprietary investment approach and transparent fee-only business model at Rinehart, allow clients to develop a trusted relationship with us that often lasts decades over multiple generations.
 

 

News & Information              


Daniele Donahoe CFA, President and Chief Investment Officer featured in The Wall Street Journal - "Some New Bond Funds Take in Big Bucks." To see online, please click here.

Daniele Donahoe CFA, President and Chief Investment Officer featured in Investment News - "Advisers must answer for emerging-markets rout as U.S. stocks rally" To see online, please click here.

Rinehart Wealth Management has been an accredited business with the Better Business Bureau® since December 30, 2003. Please visit our profile by clicking the icon below.

                          

Contact                                 


521 East Morehead Street, Suite 580
Charlotte, NC 28202

Phone: (704) 374-0646
Fax: (704) 377-0746
rinehart@rinehartwealthmanagement.com

 

Rinehart Wealth Management is a registered investment advisor with the Securities Exchange Commission
 

   
 

Home | About Us | Wealth Management | News & Information | My Accounts | Contact Us | Governance
Copyright 2009, All Rights Reserved
521 East Morehead Street, Suite 580 • Charlotte, NC 28202