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Rincon Wealth Management
Rincon Wealth Management is an independent financial services firm that specializes in helping clients move from their working years into their retirement...
Overview
Rincon Wealth Management is an independent financial services firm that specializes in helping clients move from their working years into their retirement years. The firm works on financial planning and guidance toward future goals, including accumulation and distribution for retirement. Services include annuities, IRA legacy planning, retirement income strategies, asset preservation strategies, IRA/401(k) rollovers, tax-efficient strategies, investments, life insurance, and wealth management.
General information
Firm type
RIA
Year founded
2018
Location
Region
North America
City
Austin
Principals
Scott Malone
President & CEO
Scott Malone
Founder
Frequently asked questions
What investment strategy does Rincon Wealth Management follow?
Rincon Wealth Management's investment strategy is not publicly disclosed. There are no confirmed asset-class preferences, stage targets, or sector focuses available from public sources. The firm has not been cited in any known deal announcements, regulatory filings, or industry publications as of mid-2026.
What is the team size at Rincon Wealth Management?
The number of professionals at Rincon Wealth Management has not been disclosed. No team profiles appear on any public platform or directory, and the firm has not issued a public report of its headcount.
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