ReDefine Wealth Management was formed in 2022 through the merger of Concert Wealth Management and the private client division of Pensionmark. The firm operates as a fiduciary, committed to acting in the best interests of its clients. It offers a range of services including personalized financial planning, investment management, and retirement plan consulting, aiming to redefine the independent advisory landscape by combining advanced technology with a personalized, client-centric approach.

Founded in

United States