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At Rethink Wealth, we offer executives, individuals, and families comprehensive services designed to help them build and preserve their wealth. We focus on three primary services:


We believe every financial strategy should first focus on protection and mitigating risk. Having the right insurance can be central to helping make this happen. Regular reviews of insurance policies protecting life, property, health, disability, long-term care, and other programs can ensure against losing income, savings, retirement and even your home. We can evaluate a client’s current risk plans to determine if they adequately meet their needs at whatever stage they are in life. In developing a comprehensive financial strategy, we help clients address their insurance needs and assess appropriate options.


Financial planning is the process of identifying financial goals and creating a road map for how to achieve them. The primary objective is to determine how to build and preserve wealth, while also planning for the future.


Through wealth management, we can help clients build an investment portfolio that produces an appropriate diversification based on the individual client’s goals and risk tolerance. Professional investment management may provide investors access to investments they would not have otherwise, including a wide variety of traditional and alternative investment classes.

See how we can help below:  

*Investments offered through Park Avenue Securities



Common Stock

Educational IRA

Traditional IRA

Roth IRA


Simple IRA

Brokerage Accounts

Treasury Bills

Government Securities

Treasury Notes

Variable Annuity

Financial Planning

Retirement Plans

Tax Plans

401(k) Planning

403(b) Planning

College Plans

Estate Plans

Money Purchasing Plans

Profit Sharing Plans


Disability Income Insurance

Life Insurance

Long-Term-Care Insurance

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.  |  682-233-7770