A complete list of active advisors currently associated with Rewealth

Warmer can help you find a great advisor at Rewealth or one who fits your needs even better.

REWealth provides investment management, ongoing and project-based financial planning, and employee benefit plan consulting to individuals, high-net-worth clients, and employer plan sponsors. The firm also offers targeted engagements such as a rental portfolio checkup and operates a wrap fee program described in its disclosure materials. The firm primarily relies on passive portfolios informed by modern portfolio theory while incorporating fundamental and tactical analysis when appropriate, and it conducts portfolio reviews at least quarterly. Financial planning is delivered through comprehensive annual plans, a lower-complexity ongoing wellness program, project work, and hourly engagements, and the adviser may use third-party platforms to monitor held-away assets. Noteworthy features that distinguish REWealth from many peers include sponsoring a wrap fee program, providing educational seminars and paid speaking engagements, and offering pension/employee benefit plan advisory services. The firm also maintains a specialized focus on rental real-estate planning with a complexity-based engagement model and publishes a planning tool used by other advisors, indicating business activities beyond standard client advisory work.

To learn more about the advisors currently working at Rewealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.