What a journey it has been. I am excited to announce that our firm, Rebalance, has recently reached $500 million in assets under management. We could not have hit this incredible milestone without our wonderful team members, who work tirelessly to help people retire with more, and most importantly, our clients.

I would like to share with you a note that my colleague, Mitch Tuchman, and I wrote to express our gratitude. Read the letter, in full, below.

Dear Friends,

We wanted you to be the first to know that together we’ve reached a major milestone. Our clients have chosen Rebalance to manage half a billion in investments, a metric known in the industry as assets under management.

How did we get here? We did it by fully appreciating what your retirement savings means to you and by focusing on helping you grow it. Along the way, we’ve consistently heard from clients that they value our blend of sophisticated investment advice and the personalized treatment offered by exclusive wealth management firms, for a fraction of the cost.

While we are proud to have reached this landmark, we feel grateful to the satisfied family of clients who have referred us to their co-workers, family, and friends. Without your positive feedback, Rebalance wouldn’t be where we are today – a firm that gets regular shout-outs from the media, industry analysts, and consumer advocates for combining world-class investment expertise, low fees, and warm relationships with advisors so that everyday Americans can retire with more.

Thanks for being part of our journey! We look forward to working together with you to grow your retirement savings.


scott puritz signature

Scott Puritz and Mitch Tuchman
Rebalance Managing Directors

P.S. Do you have a friend or family member who might benefit from the Rebalance approach? If so, we encourage them to set up a call with one of our seasoned investment advisors at this link. There’s no charge and no obligation — just a refreshing perspective on your investing.

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