Our business has grown over the years thanks to our community telling others about their experience with Rebalance. Many have asked us to help friends, family members, or colleagues. We are honored to receive these requests and it is a privilege to accommodate them.

We work with a select group of business owners, executives, and families to help them intentionally design their wealth in a way that aligns with their aspirations and vision for a fulfilling life. This allows us to maintain the highly personalized level of service that you as a current client already experience.

Below is a list of circumstances that often initiate the need for a Wealth Advisor:

Job Change





Blended families

New resident

Market volatility


Unhappy with current advisor

Do you know someone who could benefit from our services?
Share your Rebalance experience with them!

Encourage them to reach out to us or complete the form below, and we will contact them directly.