At WealthRhino we work with every type of successful young professional you can imagine...attorneys, tech executives, physicians, celebrities, athletes, influencers, entrepreneurs, dentists, accountants, engineers, musicians, real estate investors, recruiters....you name it, we've done it!
The one shared reason they all joined WealthRhino was to get the same outstanding service that the ultra wealthy get, so they can enjoy and focus on more important things in life. Our members typically share many of the same characteristics: fast-paced lifestyles, high incomes, continual self-improvement, and the desire to grow in all aspects of life. Check out some WealthRhino members and see if their situations resonate with you…
AGES: 35 and 37
PROFESSIONS: Marketing Executive and Influencer/High School Teacher
FAMILY STATUS: Newly married; no children
SARAH & JACOB SAID: “We’re the type of people that HATE dealing with and stressing over our finances. We’ve excelled in our careers and make good money, but our time is better spent traveling, spending time with friends, and doing the things that we love…especially before we settle down to start a family. We joined WealthRhino to have a financial expert monitor our financial life and make strategic recommendations, setup saving & investing plans, and help us stay focused on our short and long-term goals."
Sarah & Jacob’s needs:
How WealthRhino has helped Sarah & Jacob:
PROFESSION: Director for Tech Company
FAMILY STATUS: Single
FRANK SAID: “When I changed jobs, it was overwhelming. I had to handle my 401k account, stock options, employee benefits, HSA, & cash bonus, all while trying to learn the ropes of my new position. I'm a very capable investor, but I still know my limitations. It was time to get expert help with my financial life. Now, my WealthRhino advisor is taking tasks off my plate, setting-up a plan for my stock options, and helping me prepare for the future so I can focus on climbing higher up the corporate ladder."
Roll over his 401(k) to an IRA and manage it professionally.
Advice on available employee benefits and how to minimize his tax burden.
How WealthRhino has helped Frank:
AGEs: 45, 42, 12, and 7
PROFESSION: Doctor, Attorney, Little League All-Star, & Disney Princess
FAMILY STATUS: Married with 2 children
EDDIE & ISABELLA SAID: “We both understand how to budget, but are unsure how to plan for our future. What we really need are creative solutions to reaching our long-term financial goals of putting our kids through college and saving for retirement. We joined WealthRhino to have expert management of our investments, retirement accounts, and college funds to make sure we stay on track. Our goal is to give our kids the ability to pick whatever college they want to go to."
Eddie & Isabella’s needs:
High school and college education funding analysis, and utilization of 529 accounts.
Cut down on stress and free up more time to spend with their kids.
How WealthRhino helped Eddie & Isabella: