Press Releases
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Rebalance Tops $1 Billion in Client Assets Under Management
Bethesda, MD & Palo Alto, CA – November 2, 2021 – Rebalance, an award-winning wealth management firm that offers world-class investing, financial planning, and personalized advice to individual investors and small businesses, announced today that the firm has surpassed the milestone of managing more than $1 billion in client investments. The foundation of the firm’s… Continue reading
Rebalance Announces Appointment of Finance Innovator Kristi Craig, CFA to the Firm’s Investment Committee
Bethesda, Md. & Palo Alto, Calif. – February 23, 2022 – Rebalance, an award-winning wealth management firm that offers world-class investing, financial planning, and personalized advice to individual investors and small businesses, is pleased to announce the appointment of renowned financial leader Kristi Craig, CFA, to the Firm’s Investment Committee. Craig joins three of the… Continue reading
Rebalance Launches New 401(k) Product Better K™, Offering a Personalized Approach to Retirement Planning for Small Business Owners and Employees
Bethesda, MD – August 24, 2020 – Rebalance, a mission-driven investment firm committed to making premium financial management services affordable and accessible to everyday investors, has announced the launch of Better K™. Better K™ is a new 401(k) product designed to take the firm’s sophisticated, personalized approach to wealth management and apply it to retirement… Continue reading
Scott Puritz Named Chair of North Carolina Outward Bound School’s Investment Committee
Bethesda, MD, January 23, 2018 – Scott Puritz, managing director and co-founder of Rebalance, has been named Chair of the North Carolina Outward Bound School’s Investment Committee. He assumes the role after serving on the North Carolina Outward Bound School (NCOBS) Board of Directors for the past 14 years. “We know that we are in… Continue reading
