Welcome
To Greater Trust
Rinehart Wealth Management was established almost
three decades ago as one of the first Fee-Only firms
in Charlotte with the goal of providing proprietary
investment management and individualized financial
planning solutions to clients.
In today’s confusing
wealth management world of cookie-cutter solutions
sold by large organizations, Rinehart Wealth
Management distinguishes itself with its
team-approach to managing our client’s entire
financial picture. Each client receives first hand
investment recommendations from their Portfolio
Manager as well as a customized financial overview
from their Financial Advisor. All investment work is
done in-house by our Investment Team, providing
clients with direct access to experienced investment
managers.
The unique client experience,
proprietary investment approach and transparent
fee-only business model at Rinehart, allow clients
to develop a trusted relationship with us that often
lasts decades over multiple generations.
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News
& Information
Daniele Donahoe CFA, President and Chief Investment Officer
featured in The Wall Street Journal - "Some New Bond Funds
Take in Big Bucks." To see online, please
click here.
Daniele Donahoe
CFA, President and Chief Investment Officer featured in
Investment News - "Advisers must answer for emerging-markets
rout as U.S. stocks rally" To see online, please
click here.
Rinehart Wealth
Management has been an accredited business with the Better
Business Bureau® since December 30, 2003. Please visit
our profile by clicking the icon below.
C ontact
521 East Morehead Street,
Suite 580
Charlotte, NC 28202
Phone:
(980) 585-3373
Fax: (980) 265-1274
rinehart@rinehartwealthmanagement.com
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