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About Us

Meet Revel.

Client Centered

Welcome to Revel Private Wealth, where decades of experience in the financial services industry have culminated in a distinct vision of wealth management. Our mission is to provide personalized, thoughtful and knowledgeable financial guidance that empowers you to live life to the fullest while safeguarding your long-term aspirations.

We’ve built a niche providing wealth management services for individuals in the middle of a personal and professional metamorphosis. Whether we’re working with women changing careers, starting a business or facing a divorce, or professional athletes coming to terms with unexpected income and public attention, we're here to guide you through the uncharted territory of your unique journey.

We acknowledge the emotional, and often overwhelming, weight of these pivotal moments. But as seasoned advisors, we also recognize the immense potential within these transformations, paving the way for new opportunities, unexpected discoveries, and the realization of your most sought-after dreams.

At Revel, we firmly believe that financial empowerment is the gateway to personal empowerment. Often, the most significant achievements begin with small, intentional choices. With that in mind, we strive to serve as your coach and guru, offering experienced guidance through every triumph and trial that life presents. We attentively listen to your needs, empathize with your challenges, and educate you at each juncture, simplifying often complex financial concepts. Above all, we assist you in crafting a plan that enables you to seize today and plan for a prosperous and fulfilling future.

Our Philosophy

Our Philosophy

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Our Approach

Our Approach

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