Broker Check

Austin

1145 W 5th Street
Austin, TX 78703-5370

Monday-Friday: 9am – 5pm
Saturday & Sunday: By Appointment

Phone: 415-529-8723
Fax: 682-233-7771

Contact Us


Austin is not only the capital of the great state of Texas, it is one of the most dynamic cities in the United States. Known as the “Live Music Capital of the World”, Austin crackles with energy day and night. Millions flock to Austin each year to indulge in first-class cuisine, take in unparalleled entertainment, meet and network with influential marketing, advertising and film leaders at SXSW, and explore the city’s renowned hiking trails.

Yes, folks like to “Keep Austin Weird” but there is nothing odd about why people visit and choose to call Austin home. The opportunities are endless. Speaking of opportunity, the team at Rethink Wealth approaches helping our clients maximize their financial potential with the same passion that makes Austin a second-to-none music destination. Rethink Wealth Austin is comprised of agents and advisors who take a holistic approach to goal settings that goes beyond traditional industry needs-based financial and insurance planning. From the initial meeting and through the life of our client relationship, we take the time to understand your short-term and long-term priorities and devise strategies that plan for the unknown while safeguarding your present circumstance. Protecting your todays and planning for your tomorrows is at the heart of everything we do.

Rethink Wealth has been helping Austin area families, entrepreneurs, physicians, dentists and small to mid-size business owners find a path toward financial balance. Some of our specific areas of excellence include business valuation, insurance planning, retirement planning, and estate planning.

By embracing cultural, musical, and artistic diversity, Austin is truly in a class all its own. Rethink Wealth is proud to be a part of this innovative community and looks to continue helping existing and future clients achieve prosperity, security and financial balance. There’s nothing weird about that!

Please call or email us to schedule a no-risk appointment with a Rethink Wealth Austin team member.

Contact our Austin team

Name
Email
Phone
Message
Thank you!
Oops!