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Drew Pratt Joins Rebalance As Vice President of Investment Advice Widening Private Wealth Management Practice

Palo Alto, CA – Rebalance, a mission-driven investment firm committed to making premium wealth management services affordable and accessible to everyday investors, has announced the addition of Drew Pratt to the position of Vice President, Investment Advice. Pratt will help… Continue reading

schwab press release

Rebalance Recognized by Schwab Advisor Services with 2018 Pacesetter IMPACT Award for Innovation and Growth

Washington, D.C. – October 30, 2018 – Rebalance, a mission-driven investment firm committed to making premium wealth management services affordable and accessible to everyday Americans,was honored today by Schwab Advisor Services with the 2018 Pacesetter IMPACT Award™, presented to the Firm at… Continue reading

Scott Puritz Named Chair of North Carolina Outward Bound School’s Investment Committee

Bethesda, MD, January 23, 2018 – Scott Puritz, managing director and co-founder of Rebalance, has been named Chair of the North Carolina Outward Bound School’s Investment Committee. He assumes the role after serving on the North Carolina Outward Bound School… Continue reading

Rebalance IRA AUM

Rebalance Reaches Half A Billion In Assets Under Management

Bethesda, MD, November 16, 2017 – While everyone knows that saving for retirement is important, most people need some help when it comes to building a strong retirement nest egg. Enter Rebalance, a firm that has found its niche helping… Continue reading

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