Our typical clients are successful, busy and down to earth. Their success has caused their financial lives to become more complicated than they are willing or capable of handling on their own. They value their time and ours, and they are typically fair and generous people. They may be hands on or hands off, and they are value conscious, not fee conscious. Our clients appreciate the time that we spend with them and the work that we do. They are generally not individuals who have inherited wealth, but who have built it over their lifetimes. These are the types of people we resonate with and tend to attract.

While we work with all kinds of clients, we have developed specialties working with the following clients:

Retirement Plan Participants (401k, 403B, TSP, etc.) - in English, we specialize in managing your current employer plan on an individual participant level, not the plan level. 

Business Executives & Professionals

Women in Transition – Divorced, Divorcing or Widows

For a new wealth management client looking for financial planning advice, we will typically hold 2-3 initial meetings where we will present our findings and implement the recommendations in the Financial Plan. After everything is in place, we recommend meeting 2-4 times per year on an ongoing basis. This can be in the form of face-to-face meetings or conference calls. Some clients prefer to meet more often, and some less. We will work with you based on the service frequency that best suits your needs and lifestyle.

First, you can expect us to get to know you well. We strive to learn as much as possible about our clients and their families because it helps us to guide them toward better financial and estate planning decisions. Second, you can expect attention to detail, prompt response to letters, calls and emails, clear reasoning for our recommendations, diligent execution of the tasks at hand, and confidentiality in all matters. Finally, you can expect absolute honesty and integrity in every meeting, every observation, and every recommendation we make. You can, and should, expect us to adhere to the highest ethical and professional standards in every aspect of our relationship.

We conducted extensive due diligence and evaluation to identify a partner with a proven legacy of supporting advisors with full-service capabilities, resources and technologies and a client-first mentality. Summit Financial hit the mark on every front.

Founded over four decades ago by a group of independent advisors, Summit is a partner in the truest sense of the word, always acting on the advisors’ behalf to ensure clients receive the superior experience we know they deserve.

Our affiliation with Summit provides access to the firm’s Professional Strategy Team – highly experienced and credentialed (CFAs, CPAs, CFPs, MBAs) specialists in financial planning, insurance, and investments aligned to serve as an extension of our team to help you achieve your goals.

Our affiliation also means access to world-class resources, comprehensive and diversified investment solutions, integrated top-tier technology and reporting, deep risk management capabilities and essential security, compliance, and supervisory support.

This high level of support will allow our team to spend our time focused on you.

Yes. When working with RETHINKwealth, you can expect an exceptional experience driven by the talented and credentialed team you have come to know and trust over the years.  We are proud to inform you that the team will consist of the same experienced and dedicated team of professionals you know and trust.

In addition, you can expect expanded wealth services and advanced resources based on our affiliation with Summit Financial, including highly credentialed specialists who serve as extension of your RETHINKwealth team.

Financial planning is the development of a plan for evaluating a client’s current financial situation, identifying areas of need, and planning for future life events. Wealth management is a comprehensive approach that focuses specifically on higher net worth individuals including advice on investment management, estate planning, asset protection, and private banking. Our wealth management approach is driven by the desire to provide the highest level of client service that meets your current and future financial situation.

As an independent firm, we are positioned to assess and select the best partners, resources, and technologies in the industry. After thorough due diligence, we have selected Fidelity Investments® (Fidelity) as the custodian. Fidelity is an industry leader with a long and trusted 75-year history of putting clients first and safeguarding investments. Working with Fidelity also gives us access to a wide range of products and services to help meet your wealth management needs. Fidelity has a strong net capital position, stringent internal controls, and excess of SIPC coverage.  Fidelity also offers a Customer Protection Guarantee that will reimburse you for losses from unauthorized activity in covered accounts occurring through no fault of your own.