When we founded Rebalance Wealth, we wanted to create a wealth management company that could meet the growing needs of your family as well as your business. We wanted to take a new and holistic approach to unwind the common challenges that so many investors face. Full-scale financial services don’t happen in a vacuum. In order to extend an efficient, seamless experience to our clients, Rebalance Wealth brought multiple professions under one roof:
How did we do it? The staff we hire go through an intensive, four to six month, in house training program. We prepare test case scenarios followed by manager evaluations. This may seem unconventional, but we concluded that traditional training methods were inadequate for the level of consistent service that we wanted to deliever to our clients. We are pleased to work with your current advisor, accountant, and banker to ensure the services you receive will help you to reach your goals.