Rethink Wealth is a comprehensive financial planning and wealth management firm that aims to help clients achieve financial independence. Their approach, known as the "Rethink Wealth Process," focuses on maximizing wealth potential through a holistic view of a client's financial life, including protection, savings, and growth strategies. The firm was founded to challenge conventional financial wisdom and provide customized strategies that encompass investment management, retirement planning, insurance, estate planning, and business owner solutions.

Founded in

United States