What We Offer

Orchestrating Wealth. Creating Value. Building Futures.

Your goals are as unique as you are—which is why our approach is anything but one-size-fits-all. At Revolve, we take a concierge-level approach to wealth management, starting with a deep understanding of what truly matters to you. From there, we bring together every piece of your financial world, aligning it into a seamless strategy designed to help you live—and leave—the life you envision.

Wealth Planning & Coordination

Turning Complexity into Clarity

Your Revolve advisor sits at the helm of your personal and financial network, coordinating seamlessly with your attorneys, accountants, bankers, lenders, and insurance professionals. We ensure your entire team is aligned, working toward the same goals, and making decisions that serve your best interests.

Before we chart your course forward, we provide a clear picture of where you are today—giving you the clarity and confidence to make informed decisions. Our focus isn’t just on market movements, but on implementing an efficient, purposeful life plan that keeps your aspirations at the center.

Portfolio Management

Investments Designed Around You

Your life goals shape your financial strategy, and your portfolio should reflect that. Through a highly structured planning process, we assess where you are, where you want to be, and how to bridge the gap.

Drawing on deep market expertise and diverse investment perspectives, we craft a portfolio built for your unique objectives. From asset allocation to ongoing management, we connect the dots between your personal priorities and financial strategy—ensuring your investments work in harmony with your life.

Wealth Protection

Safeguarding What Matters Most

Protection is the foundation of lasting wealth. We partner with trusted experts to assess your insurance needs—whether it’s life, disability, corporate health, or property and casualty—and make sure you have the right coverage in place. Our goal: peace of mind, knowing you and your assets are protected against life’s uncertainties.

Debt Management

Making Borrowing Work in Your Favor

Debt, when managed wisely, can be a strategic tool. We work with a network of lenders and bankers to evaluate your current loans, identify opportunities to improve terms, and coordinate refinancing when beneficial. From competitive rates to optimal loan structures, we make sure your borrowing aligns seamlessly with your overall wealth plan.

Employee Benefits

Maximizing the Value of Your Benefits

For business owners, we help design and refine employee benefit plans that attract and retain top talent while maximizing tax advantages. For executives, we assess every aspect of your compensation and benefits—stock plans, retirement plans, and health coverage—ensuring you’re making the most of what’s available.

Our expertise spans a wide range of plans, from ISOs and NQSOs to 401(k)s, profit-sharing, and cash balance plans. We also coordinate with partners to review insurance and health benefits, giving you a complete picture of your opportunities.

Legacy Planning

Building Impact That Lasts for Generations

Your legacy is more than wealth—it’s the story you leave behind. We help you define the impact you want to make, both for your family and the causes you care about, then create the strategies to bring it to life. We ensure all parties involved understand and support your vision, giving you confidence that your wealth will be managed—and your values honored—for generations to come.