WealthRhino membership plans provide members with unlimited access to their dedicated WealthRhino financial advisory team and online financial planning dashboard.
We believe that having a fiduciary financial advisor as part of your team should be as universal as health insurance, or a gym membership, or Netflix. Your financial health is just as important as your mental & physical health, and it should be in the hands of a professional you trust.
Join WealthRhino today and let’s maximize your financial health!
For career-driven individuals who are ready to take the next step to organize their finances and build wealth.
For new and growing families who are planning for the future and want sound advice to make secure financial decisions.
Everyone's situation is unique. If you're a business owner, tech executive, multi-generational family, entrepreneur, or have more complex needs than what's included in our base plans, we can add-on additional services to make sure you're covered:
Some examples of add-ons:
WealthRhino creates custom investment portfolios to meet the unique goals and needs of our members. We have access to the world’s top professional institutional money managers and we’re able to bring them to our clients without a minimum account size.
If you're not ready to commit or if you need advice on a specific project or area of your financial life, WealthRhino also provides hourly consultations.