FAQS
Working with Revel Private Wealth
Who is Revel Private Wealth best suited for?
Revel works best with individuals and families who value thoughtful planning, clear communication, and a long-term advisory relationship. Many of our clients are navigating complexity, whether that’s significant wealth, business ownership, or a major life transition—and want guidance that considers both financial and personal well-being.
What makes Revel different from other wealth management firms?
We are guided by a Whole Health Wealth™ philosophy—recognizing that financial decisions are deeply connected to health, family, purpose, and peace of mind. As a boutique firm, we work with a limited number of clients so every relationship receives depth, continuity, and care.
What does “Whole Health Wealth™” mean?
Whole Health Wealth means approaching financial planning as part of a larger life picture. We integrate financial strategy with lifestyle considerations, values, and long-term well-being so your wealth supports how you want to live—not just what you want to accumulate.
Where are you located, and do you work with clients outside of California?
We are based in San Juan Capistrano, California, and work with clients both in California and across the country. Technology allows us to maintain a highly personal experience regardless of location.
What does the client experience look like?
Our process begins with listening. We take time to understand your priorities, concerns, and goals before building a plan. From there, we provide ongoing guidance, proactive communication, and regular reviews—so you always know where you stand and why decisions are being made.
How involved will I need to be?
That’s entirely up to you. Some clients prefer to be highly engaged, while others value delegation. Our role is to meet you where you are and ensure you feel informed, supported, and confident.
How are your fees structured?
Our fees are transparent and aligned with the services provided. Wealth management and planning fees are discussed upfront, and any specialized services are clearly outlined before we begin working together.
Do you receive commissions?
In limited cases, we may receive commissions on insurance products or small brokerage accounts (generally for balances under $10,000). These situations are minimal, fully disclosed, and always considered carefully to ensure recommendations are in your best interest.
Do you sell products?
We do not operate as a product-driven firm. Any insurance or brokerage solutions are recommended thoughtfully and only when appropriate within a broader planning strategy.
What happens in the first meeting?
The initial conversation is a relaxed, no-pressure discussion to understand your situation and determine whether working together feels like the right fit—for both sides.