*All Assets Under Management Including Cash, Life Insurance Cash Value, & Market-Based Securities Including Annuities.
As Of 08/01/2023
*All Clients & Customers Associated With Our Financial Advisors And Professionals, Including Brokers.
As Of 08/01/2023
Embark on a transformative journey with Rethink Wealth and become part of our close-knit family. Our team of specialized financial professionals caters to white coat professionals, busy individuals, and small business owners, helping you navigate life’s mysteries effortlessly. We’ve all been through a similar journey and chose a different path that leads to a better destination. Rethink Wealth knows how to challenge the norm, and we’re here to empower you to do the same.
At Rethink Wealth, we believe in living life on your terms. Our financial professionals understand that knowledge brings independence, which is why we prioritize providing financial education to our clients. Together, we’ll align your goals with intelligent financial advice, putting you in the driver’s seat for years to come. Don’t settle for the ordinary. Take control, break free, and live life on your own terms.
Ready for the next step? Let us be your guide.
Live confidently with guidance from our financial professionals & advisors, trained from Day 1 to take a holistic approach to helping you navigate your financial future.
Effortlessly integrate your business’ financial planning & strategic needs with your personal needs all in one place using our cutting-edge financial planning technology.
Take the Financial DNA® Assessment and receive a complimentary 7-page report identifying your financial thinking style, strengths & weaknesses when it comes to money, and unlock access to a financial pro that fits your style best.
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Take the Financial DNA® Assessment and receive a complimentary 7-page report identifying your financial thinking style, strengths & weaknesses when it comes to money, and unlock access to a financial pro that fits your style best.
3040 Post Oak Blvd.
Suite 1150
Houston, TX 77056
281-220-2700
9101 Burnett Rd.
Suite 107
Austin, TX 78758
512-886-2511
6000 Western Pl
Suite 120
Fort Worth, TX 76107
682-233-7770
Check the background of your financial professional on FINRA’s BrokerCheck.
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by Thryve Trybe to provide information on a topic that may be of interest. Thryve Trybe is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.
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The Living Balance Sheet® (LBS) and LBS logo are service marks of The Guardian Life Insurance Company of America (Guardian), New York, NY. © Copyright 2005-2023 Guardian.
Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA,SIPC.OSJ: 3040 Post Oak Blvd., Suite 1150 Houston, TX 77056, phone # 281-220-2700.PAS is a wholly-owned subsidiary of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Rethink Wealth LLC is not an affiliate or subsidiary of PAS or Guardian.CA Insurance License # 0K05737.
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