Rodino Wealth Management LLC

Rodino Wealth Management provides discretionary and non‑discretionary asset management and related financial planning to individuals, high‑net‑worth individuals, trusts, estates, charitable organizations, and business entities. The firm offers ongoing portfolio management, account monitoring and reporting, and may include a financial plan covering topics such as estate, tax, retirement income and insurance at no additional cost.

Investment advice is individualized based on each client’s stated objectives, time horizon and risk tolerance, with methods that include fundamental and technical analysis and a mix of long‑ and short‑term strategies. The firm may implement portfolios directly or appoint sub‑advisors to manage portions of client assets, and conducts account reviews at least quarterly with attention to rebalancing and tax‑loss harvesting; clients may grant either discretionary or non‑discretionary authority.

A noteworthy distinction is that the firm’s advisory personnel also act as a licensed insurance agent and may receive commissions from insurance product sales — an outside business activity disclosed as a potential conflict of interest and described as consuming under 10% of time. The firm manages a modest asset base (about $1.3 million) across a small client roster, charges asset‑based fees on a breakpoint schedule, does not vote client proxies, and does not aggregate trades, factors that prospective clients should consider when evaluating execution, reporting and conflict‑management practices.