Scott Puritz Email & Phone Number

Scott Puritz

Investment Committee Member | Financial Advisor | Retirement Planner at Rebalance | Washington DC-Baltimore Area

Scott Puritz Socials
About Scott Puritz

Scott Puritz is a dedicated Investment Committee Member, Financial Advisor, and Retirement Planner at Rebalance, where he is on a mission to democratize access to high-quality investment advice for everyday Americans. With a keen understanding of the disparities in wealth management, Scott is committed to transforming how regular individuals save and invest for retirement. He believes that the wealthiest 1% often benefit from lower fees and superior expertise, while hardworking Americans face higher costs and subpar advice. This disparity drives his passion for creating a more equitable financial landscape.

In his current role, Scott is instrumental in assembling the infrastructure and service delivery methods that enable Rebalance to provide sophisticated investment strategies typically reserved for exclusive wealth management firms, but at a fraction of the cost. By partnering closely with Mitch Tuchman, Scott plays a pivotal role in the day-to-day operational management and leadership of the firm. His expertise in portfolio management, structured finance, and alternative investments allows him to craft tailored investment solutions that align with the unique needs of each client.

Scott's extensive background in investment banking and due diligence equips him to navigate complex financial landscapes, ensuring that clients receive the highest level of service and support. He is particularly adept at identifying innovative investment opportunities and developing strategies that optimize returns while minimizing risk. Through his work at Rebalance, Scott is not only enhancing the financial literacy of his clients but also empowering them to take control of their financial futures, ultimately fostering a culture of informed investing and retirement planning that benefits all Americans.

Scott Puritz Work
1 experience icon

Investment Committee Member | Financial Advisor | Retirement Planner at Rebalance in January 2009 to Present

2 experience icon

Managing Director | Financial Advisor | Retirement Planner at Rebalance in January 2009 to Present

Scott Puritz Skills

Investments

Wealth Management

Portfolio Management

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About Scott Puritz's Current Company
Frequently Asked Questions about Scott Puritz

What is Scott Puritz email address?

Email Scott Puritz at [email protected] and [email protected]. This email is the most updated Scott Puritz email found in 2026.

What is Scott Puritz phone number?

Scott Puritz phone number is +16509067248 and +19544622210.

How to contact Scott Puritz?

To contact Scott Puritz send an email to [email protected] or [email protected]. If you want to call Scott Puritz try calling on +16509067248 and +19544622210. (updated on September 13, 2024)

What company does Scott Puritz work for?

Scott Puritz works for Rebalance

What is Scott Puritz's role at Rebalance ?

Scott Puritz is Investment Committee Member | Financial Advisor | Retirement Planner

What industry does Scott Puritz work in?

Scott Puritz works in the Financial Services industry.

Scott Puritz Email Addresses

Email Scott Puritz at [email protected] and [email protected]. This email is the most updated Scott Puritz email found in 2026.

Scott Puritz Phone Numbers

Scott Puritz phone number is +16509067248 and +19544622210.
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