ABOUT RETHINK WEALTH
Helping Busy People Achieve Financial Independence & Balance
If the ‘Baby Boomer’ generation has taught us anything, it’s that the promise of working into your 60s and living off social security checks and a pension, didn’t end up being the promise everyone thought it would be. We help you define financial independence & balance and powerfully guide you on your financial journey.
The Rethink Wealth Mission
Rethink Wealth is a nationwide financial planning firm focused on holistic solutions that help guide our clients on their journey to financial independence.
Our clients enjoy tailored financial coaching that encourages them to rethink the traditional concept of wealth by taking a comprehensive look at all aspects of life and defining what wealth truly means to them.
Empowered with self-awareness and understanding, we help guide clients every step of the way on their path to financial independence with progressive wealth management & financial planning solutions that strive to work throughout their whole lives.
If you’re tired of the rat race, frustrated with financial advisors who have let you down, or just want to achieve financial independence on your own terms – Rethink Wealth can serve as a powerful guide on the road ahead.
Investment AUM
Cash Value AUM
Death Benefit In Force
Disability Benefit In Force
As of 08/01/2023
WHY CHOOSE US?
We Have An Established 16 Year History Of Putting People And What's Important To Them First.
We Play An Infinite Game
We have an important mission in this world, to help individuals, families, and business owners achieve financial independence. Instead of playing a 'finite' game and just transacting with clients, we're building something that will outlast all of us with 5 core principles.
We Believe Family Comes First
The day our clients get started with us is the day they become a member of our family, and we always put family first. You can trust us to get the job done for you with consideration and respect for what matters most.
We Know People Are Our Greatest Assets
There are a dozen things in life that matter more than money, unfortunately most of those things cost money. Understanding that our success only comes from the success of families and individuals that believe in us, we're obsessed with improvement.
We Create More Value Than We Consume
Trust is earned, and built over time. The way we build trust with clients is done the old fashioned way, by adding economic value. This principle helps to ensure that we avoid diminishing returns in our relationship, and continue to compound our value over the course of a lifetime.
We Focus On Winning By Not Losing
There are many financial strategies out there, but not all of them work. We've found the key to financial success is establishing a plan that helps ensure you're protected, and then layering it with financial growth opportunities that suit your important needs and meet your financial goals.
We Work Tirelessly To Deliver On Promises
Our word is our bond. Through our client-focused process we activate powerful technology to deliver on our promises. Our approach to consolidating, integrating, and growing financial balance sheets is capstoned with thoughtful service, meaningful support, and transparent costs.
OUR APPROACH
How Our Approach To Wealth Management Is Different From Other Financial Firms
Something we’ve learned over the years is that everyone makes financial decisions differently. We’ve also learned that even great combinations of financial products and services could have adverse impacts for the wrong client.
Most importantly, we’ve learned that financial decisions aren’t made in a silo. Wherever you’ve found yourself financially in your life, it’s merely a product of your choices – good, bad, or indifferent. When you shift your focus away from uncontrollable things like last year’s market returns, the newest IPO you can focus on controllable areas like savings rates, and risk management. This empowers you to take action in your life, and experience a true sense of accomplishment that you happened to your life, instead of the other way around.
At Rethink Wealth, we believe one-size will never fit all and long-term financial success only comes from planning specifically for your individual life.
Something we’ve learned over the years is that everyone makes financial decisions differently. We’ve also learned that even great combinations of financial products and services could have adverse impacts for the wrong client.
Most importantly, we’ve learned that financial decisions aren’t made in a silo. Wherever you’ve found yourself financially in your life, it’s merely a product of your choices – good, bad, or indifferent. When you shift your focus away from uncontrollable things like last year’s market returns, the newest IPO you can focus on controllable areas like savings rates, and risk management. This empowers you to take action in your life, and experience a true sense of accomplishment that you happened to your life, instead of the other way around.
At Rethink Wealth, we believe one-size will never fit all and long-term financial success only comes from planning specifically for your individual life.
RETHINK WEALTH LEADERSHIP TEAM
Innovating The Financial Services Industry
Our leadership bench is deep and has been powerfully guiding clients on their financial journeys their entire working lives. Our partners average nearly 25 years of individual experience in the financial services industry.
Up markets, down markets, sideways markets.. they’ve seen it all and serve as impactful guides for the organization and guardians of our approach and philosophies.
Patrick Dickson
Partner
Shawn Arrington
Partner
Rick Ray
Partner
Nickelle Reznik-Leist
Chief Recruiting Officer
Paul Cox
Chief Operating Officer
Tara Ray
Chief Compliance Officer
Josh Hohenstein
Chief Marketing Officer
