Whetro Wealth Management

09/09/2026

The Garmin Marathon series returns to Toledo on September 20th! Both Tim Whetro and the Whetro team love being a part of these events. Get signed up today and we'll see you at the starting line...🏃🏃🏃

The Garmin Marathon Toledo is on Sunday September 20, 2026. It includes the following events: Garmin Marathon Toledo -- Marathon, Garmin Marathon Toledo -- Half Marathon, Garmin Marathon Toledo -- 10K, and Garmin Marathon Toledo -- 5K.

09/08/2026

We hope you enjoyed an extended, relaxing weekend. We've got the coffee on, we're back in the office, and we're ready to answer your financial questions to help you prepare for retirement.

Call us today at 419-824-3300 or just stop by! Let's get started!

09/07/2026

On behalf of all of us at Team Whetro, we’d like to wish you all a safe & relaxing Labor Day!

09/04/2026

A reminder that our offices will be closed Monday, September 7th in observation of Labor Day. We will resume normal business hours Tuesday, September 8th.

09/04/2026

A to last year's inaugural Garmin Marathon in beautiful downtown Toledo. Speaking of, the Garmin returns THIS MONTH! September 20th to be exact. The Whetro Runners will be there...who else is going??🏃🏃

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 B**r Mile AND the Party In The Park. A couple 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