Expert Advice

Rebalance Investment Advisors

Scott Puritz, Managing Director of Rebalance, on how our firm’s investment advisors instill confidence in our clients every step of the way.

Scott Puritz: Our Rebalance investment advisors are very well credentialed, seasoned with experience in retirement investing, and most importantly they’re inherently empathetic in what they do. They spend quality time with our clients; get to know them and their families, and they also get to know their balance sheets. Our advisors really build trust and a long-term sense that we’re in this together and that you’ve got someone watching your back, and that’s fundamental to long-term success in retirement investing.