Our Services

Bring every aspect of your financial life together into a single, cohesive framework designed for performance and lasting impact.

Experience the Power of a Fully Connected Financial Life

Your financial life should be connected, not complicated. As wealth grows, so do the moving parts: investments, taxes, retirement planning, charitable goals, and the legacy you want to leave behind. Rebalance looks at your entire financial picture, optimizing each piece to work in harmony. 

Wealth Management

Grow your wealth with Rebalance’s low-fee, tax-efficient, globally diversified portfolios for both taxable and non-taxable assets. Our portfolios combine U.S. and international equities, real estate, and fixed income, all systematically rebalanced and tax-loss harvested to maximize after-tax returns.
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Grow your wealth with Rebalance’s low-fee, tax-efficient, globally diversified portfolios for both taxable and non-taxable assets. Our portfolios combine U.S. and international equities, real estate, and fixed income, all systematically rebalanced and tax-loss harvested to maximize after-tax returns.

Financial Planning

Plan for all the chapters of your life, and know that we will be with you every step of the way. True financial planning goes beyond numbers. At Rebalance, we take the time to deeply understand your goals, build a holistic, comprehensive strategy around them, and deliver ongoing guidance at every stage.
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Plan for all the chapters of your life, and know that we will be with you every step of the way. True financial planning goes beyond numbers. At Rebalance, we take the time to deeply understand your goals, build a holistic, comprehensive strategy around them, and deliver ongoing guidance at every stage.

Specialized Services

Rebalance clients receive comprehensive, long-term tactical guidance, supported by a strategy that adapts as life evolves. These services include Charitable Planning, Estate Planning, Reducing Concentrated Risk, and Tax Management.
Charitable Planning
Estate Planning
Reducing Concentrated Risk
Tax Management
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Rebalance clients receive comprehensive, long-term tactical guidance, supported by a strategy that adapts as life evolves. These services include Charitable Planning, Estate Planning, Reducing Concentrated Risk, and Tax Management.
Charitable Planning
Estate Planning
Reducing Concentrated Risk
Tax Management
Investment Committee
Rebalance is built by experts and focused on you. Your portfolio will be shaped by some of the most respected names in the financial industry.
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Our Team
Every client works with a dedicated network of experts, including a CERTIFIED FINANCIAL PLANNER™.
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Hear From Our Clients

“Discovering Rebalance has been a turning point for us—they are an excellent fit. Our portfolio is now well-diversified and regularly rebalanced, ensuring our asset allocation stays consistent. Most importantly, Rebalance has given us a greater sense of security and confidence in our financial future.”
Jerry, Rebalance Client
This testimonial was not compensated. Individual client experiences may vary and are not indicative of future performance.

Hear From Our Clients

“Experienced and highly qualified financial management delivered so personally that one feels like their only client!”
John and Tessa, Rebalance Clients
This testimonial was not compensated. Individual client experiences may vary and are not indicative of future performance.

Hear From Our Clients

“I am very pleased with Rebalance’s handling of my retirement accounts. I trust their analysis of the market and their understanding of my financial needs and comfort level. I have worked with Christie Whitney and I highly value her expertise and strongly recommend Rebalance’s strategy.”
Wenona, Rebalance Client
This testimonial was not compensated. Individual client experiences may vary and are not indicative of future performance.