Business Details
Your Trusted Financial Partner in Belmont, NC
At Rhino Wealth Management, we are dedicated to providing personalized financial guidance rooted in integrity and expertise. Our approach centers on understanding each client's unique circumstances to deliver tailored solutions that align with their long-term objectives. We adhere to a fiduciary standard, ensuring every recommendation prioritizes the client's best interests above all else. With a focus on comprehensive financial planning and asset management, we serve individuals and families across multiple states, helping them navigate complex financial decisions with confidence. Our team combines rigorous education, including Certified Financial Planner designations, with decades of practical experience to offer actionable insights.We believe in transparency, avoiding industry jargon to ensure clients fully understand their investment strategies. By maintaining proactive communication and leveraging advanced financial planning tools, we aim to build lasting relationships grounded in trust and mutual respect. Our commitment extends beyond financial metricswe strive to support clients through every stage of life, whether they're planning for retirement, managing wealth, or pursuing other personal financial goals.
Services
Asset Management
Retirement Planning
Financial Planning
Portfolio Management
Investment Advisory
Highlights and features
- We operate under a fiduciary standard, always prioritizing client interests.
- Our team includes Certified Financial Planners with advanced education and experience.
- We simplify complex financial concepts using clear, jargon-free communication.
- We serve clients across 10 states with personalized, goal-oriented strategies.
- We combine cutting-edge financial planning tools with a commitment to responsive service.
Associations and certifications
- Registered Investment Adviser (RIA)
- Certified Financial Planner (CFP)
Services
Asset Management
Our active asset management service utilizes risk-rated portfolio models tailored to individual client goals. We select low-cost mutual funds and ETFs aligned with each client's risk tolerance, continuously monitoring and adjusting allocations to maintain diversification. By applying economic data and market research, we construct portfolios designed to adapt to changing financial environments while maintaining a disciplined investment approach.
Retirement Planning
We create customized retirement plans using interactive financial modeling tools to project long-term outcomes. Our process considers healthcare costs, life expectancy, inflation forecasts, and personal goals like travel or legacy planning. We help clients transition from accumulation to sustainable income strategies, ensuring their financial resources support their desired lifestyle throughout retirement while addressing tax efficiency and market volatility.
People
Todd Van Der Meid
Financial Planner
Todd holds an MBA and CFP certification, with over two decades of experience in financial planning. He graduated from Southern Wesleyan University and Clemson University, combining academic rigor with practical expertise. Active in community organizations like the Mount Holly Rotary Club, he emphasizes ethical service and client education in all financial strategies.
Wendi Greemon
Administrative Assistant
Wendi has supported Rhino Wealth Management since 2018, managing daily operations and client interactions. She ensures smooth office functions while providing personalized assistance to clients. A community volunteer with foster care organizations, she brings organizational expertise and a client-focused approach to administrative processes.
Questions
What services does Rhino Wealth Management offer?
We specialize in asset management, retirement planning, and comprehensive financial planning tailored to individual client needs.
Are you legally required to act in my best interest?
Yes, as a Registered Investment Adviser, we operate under a fiduciary duty to prioritize client interests.
Which states do you serve?
We work with clients in North Carolina, South Carolina, Georgia, Florida, Virginia, West Virginia, Tennessee, Texas, Ohio, and Hawaii.
How do you communicate with clients?
We provide regular market updates and respond to client inquiries within one business day via phone or email.
What investment approach do you use?
We employ actively managed, diversified portfolios using low-cost ETFs and mutual funds aligned with client risk profiles.
