Bethesda, MD—September 1, 2026–Award-winning national wealth management firm Rebalance is pleased to announce that it has been named one of Greater Washington’s largest wealth management firms for 2026, by the Washington Business Journal. The Washington Business Journal released its 2026 “Largest Wealth Management Firms in Greater Washington” rankings in late August. To view the rankings,… Read more »
PALO ALTO, Calif.—September 15, 2026–Award-winning national wealth management firm Rebalance is pleased to announce that it has been named one of the Bay Area’s largest money managers for 2026, by the San Francisco Business Times. The prestigious ranking recognizes leading wealth management firms across the Bay Area based on total current assets under management. Rebalance’s… Read more »
Alternative funds promise diversification and lower volatility, but high costs, illiquidity, and unclear valuations mean they may not deliver the benefits many investors expect.
Big investment wins can create new risks. This piece explores how to manage concentrated stock and unrealized gains with smart, tax-aware strategies that protect and preserve long-term wealth.
Rebalance is excited to announce that our very own Christie Whitney, CFP®, Vice President of Wealth Management and Director of Planning was recently named a $100M Club: Top Female Advisor 2025 winner by Investment News.
Rebalance Selected by Forbes for Inclusion in its Prestigious 2025 Top RIA Firms List.
As equity compensation becomes more common, financial planner Matt Jude turned to Leavey’s Certified Equity Professional Institute to deepen his expertise and better guide clients through complex stock-based benefits.
Rebalance, and our firm’s Investment Committee Member Charley Ellis, share the same investing recipe: read about it in Jeff Sommer’s latest article in the New York Times.
Our very own Sally Brandon launches a weekly column with the Wall Street Journal’s MarketWatch website. This week’s inaugural column focuses on how women can become more confident with investing.
Dan Mavraides, Vice President of Wealth Management, shares the importance of listening to clients to gather all important information.
