We specialize in helping clients move from their working years into their retirement years
We're Your Financial Advocate.
At Rincon Wealth Management,
we work at the forefront of financial planning. In addition to financial guidance toward future goals, we also work with you right now to embrace vibrant lifestyle opportunities. We help people create their best stories.
Meet The Founder
Scott is the founder of Rincon Wealth Management, an independent financial services firm created in 2018. He is a second generation financial advisor who began hearing about the business at a young age from his father at the dinner table. He watched his father help create wealth for others and help them on their journey, and he wanted to do the same.
FIND YOUR BALANCE
Seeking a better work-life balance? A work-optional lifestyle? Early retirement?
These things are possible.
Our custom process and services can assist you with ACCUMULATION and DISTRIBUTION goals so that you can create your own timeline, your own workload, your own life experiences.
Get started in
Three Easy Steps
Our financial process connects the different areas of your financial life to create a strong, steady strategy to help you live the life you love.
1. Your vision
Financial flexibility can create many opportunities. Together we can talk about all of your ambitions large and small, and how we can work to achieve them.
2. Your timeline
Whether you seek early retirement or traditional retirement, we work on your entire timeline. Your money is important to your goals now AND later.
3. Your story
As you live your story, we’re your advocate, always here to address any financial questions and concerns.
What could an objective opinion do for you?
We aim to serve you with dedication, transparency and personal care, but that’s only the beginning of the value of a true, objective opinion. This 8-page instant download explains why objective financial advice is important, including:
- Why we focus on timing during your retirement planning
- How we help project if your retirement income will last long enough
- Why working with an independent financial advisor can help give you greater financial confidence
Attend a Live Event
Ready to take control of your future? Attend one of our informational seminars to learn more about retirement income strategies, wealth management and more.
Check Out Our Full Suite of Services
We’re independent, so we can help you develop your custom financial strategy from a wide array of products, services and approaches. We can help meet your specific financial needs, no matter how close you are to retirement.
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.
All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Any statements referring to growing your income are not a guarantee or prediction of future performance. Any references to protection benefits, guarantees or lifetime income generally refer to fixed insurance products, never securities or investment products. Insurance and annuity product guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions.