Whetro Wealth Management

09/03/2026

is a great opportunity for us to do something we love-share knowledge! Tim talks RMDs, what they are, and what you need to know.

Check out the video below and then give us a call to discuss your financial needs: 419-824-3300

09/02/2026

Some highlights from this year’s German American Festival & the GAF Beer Mile. A beloved tradition in our community that we love attending! 🏃🍻🥇

09/01/2026

Get you a financial advisor who can do both!😎

Being an Independent Certified Financial Advisor isn't just about the work. It's also about being a part of the community and when it comes to doing so, Tim Whetro puts his money where his mouth is. The same guy greeting you at the starting line of a race is the same one who is excited to understand your financial needs and desires for retirement.

Spend your by calling us to schedule your first appointment. We're excited to help you plan your financial future: 419-824-3300

09/01/2026

When people think about wealth management, they often think about investments. But for many families, the bigger question becomes, “What happens next?”. At Whetro Wealth Management, those are the conversations we help clients navigate every day.

As a boutique RIA with more than 3 decades of experience, we work closely with individuals and families on strategies surrounding multigenerational wealth transfer, business succession planning, charitable giving strategies, and tax optimization at scale.

Because when wealth is built over decades, protecting it and preparing the next generation for it deserves thoughtful planning and personal attention.
And as fiduciaries, our responsibility is simple. Your best interests come first.
At Whetro Wealth Management, we believe wealth planning should help create clarity, not confusion. Experience the value of a relationship built around understanding your goals, your family, and your legacy.

Contact us to learn more about how Whetro can help you: 419-824-3300

08/31/2026

A HUGE congratulations to our friends at the Four Hundred and Nineteen Podcast for this nomination! Kevin, Gretchen, and Matt do incredible things for our community and to see them receive this nomination is well deserved.

Creating excellent programming is its own reward, but this is pretty great too.

The nominees for the 58th Public Media Awards, and WGTE is proud to announce that five of our programs have been nominated.

Our recognized programs are:
Education: Taking Ownership of Your Future
Digital Media: Sessions
Podcast: Lake Effect
Radio | News and Public Affairs: Four Hundred and Nineteen
Radio | Society and Culture: The Local Thread – La Prensa Habla: Migrant Realities

These nominations are an incredible testament to our team’s commitment to excellence — and our dedication to delivering content that informs, educates and connects our community.

Winners will be announced on September 13 at the annual conference in New Orleans.

08/29/2026

Expert financial and investment planning with personalized service. Whetro Wealth Management is THEE Independent Certified Financial Advisor you're looking for.

08/27/2026

Good morning! Thursday is a great day of the week to start on your path to retirement. Whetro Wealth Management has spent over 3 decades providing clients with expertise and support in preparing for your financial future. Our team walks you through each step of the process, building a relationship that allows us to better understand your desires for life upon retiring. All of that comes with the premium service of choosing an experienced financial planner.

We are THEE Independent Certified Financial Advisor you're looking for. Stop by today to speak with us or call 419-824-3300 to schedule an appointment.

08/27/2026

We believe in service.

We believe the strongest financial plans begin with strong relationships. From your very first phone call to every meeting that follows, you'll work with the same dedicated team that takes the time to understand your goals, your concerns, and your vision for the future. We believe your financial portfolio should reflect what matters most to you, and we're here to help make that happen.

For over three decades, Whetro Wealth Management has helped clients build sensible, personalized financial strategies designed to prepare them for retirement and beyond. Through honest communication, trusted guidance, and a commitment to understanding each client's unique needs, we provide the knowledge and support needed to make confident financial decisions.

We believe in service. Call us at 419-824-3300.