Who We Serve
At Revolve Wealth Partners, we work with ambitious individuals, families, trusts, executives, business owners, and non-profits who expect more from their financial advisors. Our clients value innovation, insight, and a proactive approach to planning. Wherever you are in your financial journey, we’re here to help you move forward—confidently and strategically.
Personal Investors
Wealth Management
For clients focused on growth, transition, and legacy planning.
You’ve built a strong foundation and are now thinking long-term—whether that’s retirement, business succession, or multigenerational planning. We help you protect and grow your assets with resilient portfolios and strategies that reflect your evolving goals.
Wealth Distribution
For those ready to draw income and plan their legacy.
As you enter retirement or shift focus to generational wealth transfer, we help create income strategies that can keep pace with inflation and support your continued goals. We also provide guidance on estate planning to help you leave a lasting legacy.
Revolve 8 Personal is our holistic approach to integrating all key areas of your financial life. By combining our team’s expertise, collaborative culture, and advanced planning tools, we deliver clear, efficient, and comprehensive strategies—enhancing your ability to achieve your goals with confidence.
Learn more about Revolve 8 Personal
Business Advising
Business Owners & Executives
For leaders navigating complex compensation and benefit structures.
From stock options to retirement plans, we help executives and business owners unlock the full value of their benefits. For business owners, we review employee benefits and explore opportunities to maximize tax benefits and provide plans that help to reward, retain and recruit great talent. We also assist in designing tax-efficient compensation programs.
Revolve 8 Business is our integrated approach to managing the financial complexities of business ownership and executive leadership. By connecting key business and personal financial factors, we create clear, efficient strategies that align your professional decisions with your personal goals. Leveraging our team’s expertise, collaborative culture, and advanced planning tools, we help you make confident choices that support both business growth and long-term financial success.
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Non-Profit Organizations
For mission-driven organizations seeking smart stewardship and long-term financial sustainability.
We partner with non-profits to manage endowments, reserve funds, and operating capital with discipline and foresight. Our team understands the unique challenges of balancing fiduciary responsibility with mission alignment. From investment policy development to ongoing portfolio management, we deliver customized strategies that support stability, growth, and impact—so your organization can stay focused on making a difference.
Revolve 8 Non-Profit provides a compassionate, comprehensive approach to managing the financial health of your organization. By integrating key financial elements, we deliver clear, practical guidance designed to support your mission. Our dedicated team combines deep expertise with a collaborative spirit and advanced tools to connect your nonprofit’s financial strategy with your broader goals. This holistic approach empowers your organization to make confident decisions and strengthen its impact.
Learn more about Revolve 8 Non-Profit