About Rinaldi Wealth Management - Financial Advisor
Rinaldi Wealth Management is a boutique wealth management firm founded by Dustin Rinaldi, CFP®, AWMA®, CRPC®, who previously worked at larger institutions but felt they prioritized shareholders over clients. Driven by the principle of always putting clients' needs first, Rinaldi Wealth Management now serves over 200 families. Clients praise the firm's helpful and thorough approach, with Dustin Rinaldi and his staff providing timely communication, professional service, and financial planning expertise. Described as a "blessing" and the "best" advisor, Rinaldi Wealth Management is highly recommended for those seeking financial guidance.
Dustin has managed our investments for years. He’s always available, always gives us straight answers and has become like family. He’s a HUGE source of information and makes us feel smarter and safer with our finances.
If you are looking for an excellent Financial Advisor, Dustin is your man! Dustin has been taking care of my retirement accounts for about 20 years.
He really pays attention to your account and meets with each client at least twice a year to discuss changes and answer questions. Everyone in the office will assist you whenever you call. They are proficient, courteous, and more than competent.
It is impressive how much my investments increased over the years. Because Dustin Rinaldi has exceptional knowledge and the skill to use it properly, I can now retire without a worry.
Thank you Dustin!
Finances have always been very intimidating to me, so after seeing the success my family had with Dustin, it was a no-brainer for me to entrust my money with him as well! He has helped me understand how to make the most of my money long-term, and I honestly trust him 100% to do what is best for me. I started investing with him when I was 28 and was just beginning to really save my money. Right off the bat he made a plan that would set me up for my retirement long-term, while still allowing me to have enough money to have fun in life right now! There is nobody like Dustin and his team - rarely do you meet a financial advisor who is this kind, genuine, and talented. I would...read full review