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Our Partnerships

We understand the importance of building long-term relationships, not only with our clients but also with key partners in the financial services industry. These valued partnerships and strategic alliances, formed over many years, are an integral part of helping us deliver a broad array of services and solutions to help meet your investing needs.

Our Strategic Partners

RINA Wealth Management Services has developed formal partnerships with the following firms:

Fidelity Investments

RINA Wealth Management Services is affiliated with Fidelity Investments.

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Charles Schwab

RINA Wealth Management Services is affiliated with Charles Schwab & Co, Inc.

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Greenbacker Capital

A MARKET LEADER IN SUSTAINABLE INFRASTRUCTURE INVESTING

Greenbacker Renewable Energy Company LLC is a publicly reporting, non-traded limited liability company that acquires, constructs and operates a diversified portfolio of income-producing renewable energy power facilities, energy efficiency projects and other sustainable projects. Our investments generate safe and reliable cash flows for investors by selling electricity to high-credit-quality counterparties including investment-grade-rated utilities, municipalities and corporations.

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New Resource Bank

New Resource Bank advances sustainability by using banking to promote environmental protection, health and wellness, community empowerment and sustainable commerce.

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US SIF

The Forum for Sustainable and Responsible Investment is the leading voice advancing sustainable investing across all asset classes. Its mission is to rapidly shift investment practices toward sustainability, focusing on long-term investment and the generation of positive social and environmental impacts

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TriLinc Global

TriLinc provides impact investing solutions for generating competitive returns while also producing positive, measurable economic, social and/or environmental impact.

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New Resource Bank

New Resource Bank advances sustainability by using banking to promote environmental protection, health & wellness, community empowerment and sustainable commerce.

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TriLinc Global

TriLinc provides impact investing solutions for generating competitive returns while also producing positive, measurable economic, social and/or environmental impact.

Contact Us

If you’re interested in getting a second opinion on your finances, RINA Wealth Management Services is here to provide a complimentary consultation to review your current financial situation, where you want to go, and the best way to get there.