We are a group of financial advisors with thirty-five years of combined financial planning, wealth management, and estate planning experience.
Rebalance Wealth professional certifications include:
Charter Financial Analyst (CFA)
Certified Financial Planner (CFP)
Certified Public Accountant (CPA)
There aren’t very many wealth management firms with a former private banker among its financial advisors. We chose Tom Smith, CFP to join our team when we realized the impact of someone with custodial due dilligence experience inside and out could have on our clients’ onboarding experience.
We wanted to smoothen the onboarding experience of verifying accountant information and ownership. We added a secure electronic verification service for documentation that before always required a fax.
Our clients invest in a variety of alternative market products, which require a multiple identification checks and funding source documentation. It made perfect sense to bring that experience “in house” to safe guard the regulatory requirments for funding those unique accounts. As our cheif compliance officer, he also provides training to our client services administrative team.
NO PRODUCT SALES ARE EVER PAID A COMMISSION. As fee only advisors, you can trust that you’re always receiving clear advice on your trades.
We share a common goal of always helping you to choose investment products which best suit your financial goals.
Our strict Independence First Buy List guides our process of reviewing and selecting fund managers. We look for performance, stability, and manager reputation from traditional to altervative investments.