Expert Retirement Advice and Service
The power of two...
dedicated to you.
Rebalance IRA pairs each and every one of our clients with a seasoned retirement investment advisor and a highly qualified retirement service representative. They're your own personal retirement team, monitoring your money and your situation, ensuring that you are always on track to achieve your retirement goals. It's a five-star approach used by elite wealth management firms for their institutional and high-wealth clients, and for good reason. It works—providing highly personalized advice and service that ensures your money is managed safely, effectively, and most of all personally.Learn More
In the News
Rebalance IRA Managing Director Scott Puritz, and firm client Morra Aarons-Mele, sat down with NPR journalist, John Ydstie, to discuss how Rebalance IRA is transforming retirement investment through its unique combination of world-class financial experts and productivity-enhancing technology.
The New York Time’s Ron Lieber discusses the problem of getting premium investment service without having a premium retirement portfolio. His exploration reveals a gap between high-end institutional-style investing and the high-fee world of actively-managed mutual funds. Rebalance IRA, he concludes, is here to fill that gap.
The Baltimore Sun showcases an opinion piece co-authored by Rebalance IRA Managing Director Scott Puritz and a key member of the firm’s Investment Committee, financial luminary Charley Ellis. This op-ed examines the U.S. Dept.of Labor’s proposed rule designed to make retirement investing safer.
The Wall Street Journal’s Jonathan Clements discusses the growing popularity of indexing and the resulting downward pressure on investment management fees. He showcases Rebalance IRA and our Firm’s focus on meeting the retirement investing needs of clients 40 and older.