Our Mission:

Deliver the best in class investment management and financial planning.

Period.

All the Solutions to Simplify Your Financial Journey

Investment Management. Wealth Management. Estate Planning.

Welcome to RETHINKwealth.

We support every aspect of your unique financial situation through a combination of planning services and independent financial guidance. A sturdy foundation, built for you.

Live Your Best Life.

Connect your money and what matters most. Create a sense of enough now, and in the future.

"In life planning, our emphasis is on delivering people into their lives, not into our plans."

-- George Kinder

Who Do You Want to Be?

RETHINKwealth is an independent firm offering its advisory services through Summit Financial, an SEC-registered investment advisor. We are committed to co-authoring not only your financial success but your best life. Aligning your money and your life is at the heart of every decision we make and every strategy we recommend. 

Own your today, and your tomorrow. 

Holistic Planning

Holistic Planning

Holistic planning that incorporates your vision and your unique goals is at the heart of what we do.

Learn more
Investment Management

Investment Management

Custom tailored investment plans that align with your goals, risk tolerance and time horizon.

Learn more
Individual 401k Management

Individual 401k Management

Your 401(k) is a major component of your overall financial plan. Let us directly manage it for you.

Learn more
Estate Planning

Estate Planning

We understand the need to manage your risk and protect those you love. 

Learn more