Mcshane Partners
Homepage http://www.rinehartwia.com
LinkedIn Profile https://linkedin.com/company/rineh***th-manag***
HQ Location
United States , North Carolina, Charlotte521 East Morehead Street Suite 580 Charlotte, NC 28202 United States
Rinehart Wealth & Investment Advisory, founded in 1985 by Mary Rinehart, CEO, is a comprehensive fee-only RIA providing unique and personalized wealth management solutions to individuals and families in the Charlotte area and around the nation. The boutique firm offers investment management and comprehensive financial planning services through a holistic approach to each client's financial goals, needs and risk tolerance. The firm's associates work together to give each client a team to attend to all the details of the client's financial life. The firm offers personalized solutions through:
- Strategic and Tactical Portfolio Management
- Manager Selection and Monitoring
- Risk Management
- Alternative Investment Research
- Charitable Planning and Philanthropic Advisory
- Trust & Estate Planning
- Retirement Planning
- Tax Coordination and Planning
- Insurance Planning & Analysis
- Generational Wealth Transfers
- Divorce Planning
With an Investment Team, Rinehart Wealth Management is able to
Asset Management, Investment Management and Portfolio Development
The Asset Management & Investment Management industry is involved in the management of financial assets such as stocks, bonds, commodities and real estate . Companies in this field specialize in providing advice on portfolio construction as well as providing financial analysis for investments .
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