Rebalance Named Top Wealth Manager By Silicon Valley Business Journal

Rebalance Selected by Silicon Valley Business Journal for Inclusion in Its Top Wealth Managers in Silicon Valley List.

PALO ALTO, Calif. & BETHESDA, Md. —June 4, 2023— Award-winning wealth management firm Rebalance is pleased to announce that it has been ranked #22 on the Silicon Valley Business Journal’s Top Wealth Managers in Silicon Valley list. With West Coast headquarters based in Palo Alto, CA, this prestigious honor highlights the excellent work that Rebalance is doing with clients based in this area.

“This is a significant honor to receive by the Silicon Valley Business Journal, as many of our clients live and work within and around Silicon Valley,” said Mitch Tuchman, Rebalance Managing Director and co-founder. “We strive to provide our clients with the best, life-changing financial advice every day, and winning a recognition such as this reflects our dedication to achieving our mission.”

The Silicon Valley Business Journal considers several criteria when ranking wealth management firms, including assets under management. Rebalance currently has over $1.5 billion in assets under management.



About Rebalance 

Rebalance is an award-winning investment firm that provides its clients with access to a fundamentally different and better set of investment options. For individual consumers, Rebalance360 combines world-class investing, financial planning, and personalized advice into a powerful and transformative approach to wealth management. Small business clients trust the firm’s BetterK offering to help them reduce their 401(k) fees by up to 50%, improve employee participation, and “bring alive” employer-based retirement savings plans.

The firm’s innovative solutions and team leadership have been profiled in such top-tier media outlets as The Wall Street Journal, CNBC, FOX Business, NPR, The New York Times, MSNBC, PBS and CBS among others. In 2015, the U.S Senate invited Managing Director Scott Puritz to testify regarding new fiduciary rules designed to make the investments of Americans safer, and he is the only financial advisor in the U.S. ever to testify on such an important issue. In 2018, Rebalance was honored by Schwab’s Pacesetter IMPACT Award™ for Innovation and Growth.

The Rebalance Investment Committee is anchored by four of the most respected experts in the finance world: Professor Emeritus Burton Malkiel, the world-renowned Senior Economist at Princeton University and author of A Random Walk Down Wall Street; Dr. Charley Ellis, the former longtime chairman of the Yale University Endowment; Jay Vivian, the former Managing Director of IBM’s $100+ billion in retirement investment funds for more than 300,000 employees worldwide; and Kristi Craig, CFA, the first-ever Chief Investment Officer of the National Geographic Society, where she oversees a $1.4 billion endowment.

Rebalance is headquartered in Bethesda, Md. and Palo Alto, Calif., currently serves more than 600 clients and manages more than $1 billion of their financial assets.