After working for a large bank and a large brokerage firm, Dustin felt these institutions put shareholders before clients. As a result, he opened his own boutique wealth management firm more than 10 years ago, vowing to always put his clients' needs above all else. This guiding principle was a key to success.
Today, he provides wealth management services for more than 200 families. In his spare time, Dustin loves being with his family. Dustin's wife, Lauren, is a corporate accountant, and his daughter, Jane, is a ball of sunshine. Dustin is convinced he was born to be a financial advisor and a dad. His mother is a retired nurse living in Cape Coral.
Today, he provides wealth management services for more than 200 families. In his spare time, Dustin loves being with his family. Dustin's wife, Lauren, is a corporate accountant, and his daughter, Jane, is a ball of sunshine. Dustin is convinced he was born to be a financial advisor and a dad. His mother is a retired nurse living in Cape Coral.
Reviews (10)
Linda Ruhl
Jan 25, 2022
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I would give Dustin and his staff a five star rating. The office is very good at helping you and Dustin will answer your questions if available or will return your call ASAP. Dustin takes your financial wealth very seriously and is very knowledgeable, friendly and kind. You can have any amount of money to start so you will have financial wealth when the time comes that you need it. I recommend Rinaldi Wealth Management for your investment needs.
Marie Capes
Jan 19, 2022
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Many years ago, I had the pleasure of meeting Dustin Rinaldi when he moved to Naples.
His integrity and hard work led him to become a very successful leader. Dustin is highly respected in our community and helps many people, regardless of their portfolio size.
One thought that comes to mind is how everyone would say, “ Dustin is awesome! “
Friends and clients would this after they hired him, and they are still with him today.
Long term partnership says it all!
His integrity and hard work led him to become a very successful leader. Dustin is highly respected in our community and helps many people, regardless of their portfolio size.
One thought that comes to mind is how everyone would say, “ Dustin is awesome! “
Friends and clients would this after they hired him, and they are still with him today.
Long term partnership says it all!
Terrill Hensley
Jan 19, 2022
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I have had an account at Rinaldi Wealth Management for almost 15 years and have always had amazing service and professionalism. Even as it has grown over the years, they have maintained their personal service and attention. I don't have a large account but I am treated with the same importance as the larger ones, and no matter who I speak with, the friendliness and attention to detail is the same. Dustin always wants what is best for you and your specific circumstance, so each client is treated individually and with respect for what is right for you personally. He also genuinely cares about you
Patti Reed
Jan 18, 2022
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Positive: Professionalism, Quality, Responsiveness, Value
Dustin Rinaldi has been my financial advisor for about 15 years.
He has always gone above and beyond for me.
Very responsive. Fantastic value. Extremely Professional and the quality of his attentiveness to detail is outstanding. Anyone would be lucky to have him on their team!
Dustin Rinaldi has been my financial advisor for about 15 years.
He has always gone above and beyond for me.
Very responsive. Fantastic value. Extremely Professional and the quality of his attentiveness to detail is outstanding. Anyone would be lucky to have him on their team!
Lenor Mcnaughton
Jan 17, 2022
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Not given the choice to select all 4 reasons why Rinaldi Wealth Management was, is and will always be the biggest influence concerning my savings and financial decisions. Dustin and the crew are always minutes away from answering any of my concerns, doubts or new investment reviews. They stand for quality, value, responsiveness and professionalism with each and every investment I have made. Dustin listens to your concerns and doesn’t just explain his thoughts…he listens, remembers and acts on your ideas, researches and in a timely manner responds to you. Dustin values each and every client
Tom Rinaldi
Jan 17, 2022
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Dustin and his firm strive to do great work for their clients. He provides authentic advice and demonstrates a strong sense of conviction to meet his client's goals and objectives. Dustin is an honest advisor and helps his client's set realistic expectations. He doesn't just guess, speculate or offer unjustifiable promises to make his client's happy. Dustin and his team take the necessary steps to search for the most robust solutions for their clients, and he takes the time to listen to his clients before developing a plan to meet his client's goals.
Wendy Iby
Jan 16, 2022
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Trustworthy, honest, knowledgeable - all the traits that you want in a financial advisor.
Dustin was my Mom's financial planner after my Dad passed away. Within a few months I knew that I could trust him with our life's savings. 10 years later we couldn't be happier with that decision. Our portfolio has grown and so has our respect for Dustin and his team. Dustin is truly passionate about his job and treats our money like it is his own. My husband Bob & I would highly recommend Dustin and his wealth management team.
Dustin was my Mom's financial planner after my Dad passed away. Within a few months I knew that I could trust him with our life's savings. 10 years later we couldn't be happier with that decision. Our portfolio has grown and so has our respect for Dustin and his team. Dustin is truly passionate about his job and treats our money like it is his own. My husband Bob & I would highly recommend Dustin and his wealth management team.
Carol Van Beveren
Jan 16, 2022
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My husband and I have been clients of Dustin Rinaldi from the beginning of his financial services in SW Florida. He is a man of integrity. He is knowledgeable and honest. We have trusted his judgment in our investments and he has never led us wrong. We continue our investments with Dustin and sent referrals to him as well. He is always available to answer questions and to let us know what is happening. Thank you, Dustin
Eeviann Wirgin
Jan 16, 2022
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I have trusted Dustin as my financial advisor and manager for over 15 years and i have no plans to go anywhere else! Dustin has given me good advise over the years, he is always more than helpful, and he takes the time to explain and answer all questions.
Eventhough i came to him with a small amount to invest, he made feel as a valuable client. He is genuine and sincerely wants the best for his clients.
Eventhough i came to him with a small amount to invest, he made feel as a valuable client. He is genuine and sincerely wants the best for his clients.
Courtney Depasquale
Jan 15, 2022
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Dustin Rinaldi has been my family's and my extended family's financial advisor for over 15 years. He not only is amazing with long and short term investments, but is also knowledgeable about taxes and anything involving finances. He is always readily available and very efficient and kind. Dustin has become more than just an advisor to my family and I am positive he will to you as well. I can't say enough good things about Rinaldi Wealth Management group. I promise you won't regret using them for your financial needs.
