Who We Help

Attorney Professionals
We have specifically tailored our guiding principles, platform, and planning model to meet the circumstances legal professionals face through different phases of their careers.

Business Owners
As a business owner it is important to understand how your business decisions can effect your personal balance sheet and visa versa. At Rethink Wealth, we create strategies for businesses no matter the size.

Dental Professionals
From your D1 year in school to opening up multiple practices, we have the experience and knowledge required to best suit anyone with a career in the dental industry.

Oil & Gas Professionals
Like the oil and gas industry, finance often involves dealing with risk and uncertainty. At Rethink Wealth, we work specifically with these risk takers to help them best understand their finances and plan for the future.

Individuals & Families
We are here to help real people, their families, their neighbors and their friends. You don't have to fit into any certain group to get assistance and advice from our team.

Securities Professionals
We recognize the uncertainty that comes with investing. At Rethink Wealth, we rely on mathematical principles and some of the industry's best tools to protect our clients assets while generating income.

Engineering Professionals
The members of our engineers' division take a creative approach to helping clients. Through a process of analysis and education, we co-create the most efficient strategies to optimize your balance sheet.

Entrepeneurs
As an entrepreneur, it is important to understand how your business decisions can effect your personal balance sheet and visa versa. At Rethink Wealth, we create strategies for entrepreneur to allow for a stable growth.

Medical Community
In these confusing economic times, we take great pride in helping the people that make a difference in our lives and the lives of our loved ones.