NICE TO MEET YOU!
About Us
Our Story
Hi, I’m Tim! I founded Rhodo Wealth Management after working within various areas of financial services for the last 10 years, with a clear vision: to create a company that embodies the values and principles that matter most to me and my family.
We welcome all shapes and sizes and do not require a minimum level of assets to receive unbiased fiduciary advice for your situation. Whether you’re just beginning your financial journey, planning for retirement, or navigating other significant life transitions – Rhodo Wealth can help! My commitment is to help you achieve financial success on your terms by building a comprehensive plan that is customized to your situation and monitored regularly as things change throughout your life.
Rhodo Wealth was inspired by a cherished family legacy— a collection of Rhodochrosite that my grandfather, a career miner in Colorado, gathered throughout his life. These vibrant minerals symbolize not just the wealth of the earth, but the enduring value of hard work, family bonds, and the careful stewardship of what we hold dear. This collection has been a treasured reminder of our family’s commitment to one another and the importance of passing on values and wealth to future generations. At Rhodo Wealth, we carry forward this legacy, helping our clients build, preserve, and transition their wealth with the same care and dedication that has defined our family for years.
My wife Tessa and I have built a life in Geneva, IL where we are raising two wonderful children. When I am not working with clients, you can find me chasing around our kids, playing golf/basketball, or enjoying a night out at one of the many restaurants, shops, and bars that the Fox River Valley has to offer.
The Collection
Our Clients
While I work with a diverse clientele, most of my clients fall into three categories: wealth accumulators, wealth distributors, and business owners.
Wealth Accumulator
You’ve come into some money through success or a windfall – and you want to know what to do next.
Wealth Distributor
You’ve consistently saved throughout your career. You want to know how to best build on your solid base.
Business Owner
Whether you’ve recently started a business or planning your exit, you are looking for a partner to help navigate the next step of your journey.
Services We Provide
We provide a wide range of services to ensure your financial well-being – from comprehensive financial planning to tax optimization and estate preservation, and everything in between.
• Fee-Only: Unbiased advice with no commissions.
• Comprehensive Financial Planning: Personalized plans for your financial goals.
• Retirement Planning: Tailored strategies for a secure retirement.
• Tax Planning: Minimizing tax liability now and in the future.
• Estate Planning: Protecting your legacy and ensuring your wishes.
• Insurance Review: Evaluating and optimizing your insurance coverage.
• Education Planning: Planning for you or your loved one’s educational needs.
• Debt Management: Strategies to reduce and manage debt effectively.
• Stock Options: Guidance on navigating and optimizing employer stock benefits.
• Health Insurance: Finding the best coverage for your needs.
• Medicare and Social Security: Understanding and maximizing your retirement benefits.