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Wealth <br/>Services

Wealth
Services

Your wealth. Our wisdom.

While significant wealth can create complex challenges, we have the experience to help simplify your life. We create strategies that reflect your aspirations for both yourself and for current and future generations of your family. Whether you’re focused on building, preserving or transferring your wealth, we are committed to helping you pursue your financial objectives at every stage of life.

At Revel Private Wealth, “wealth” is reflected in our experience. We’re fully versed in the complexities of wealth and the unique needs of high-net-worth individuals and families. To build a plan that fits your short-and long-term goals, we’ll take time to discuss and explore the seven priorities that shape your life:

Health

How do you manage healthcare expenses, now and in the future?

Home

Are you ready to upsize, downsize, renovate or buy a vacation home? What are your property maintenance needs?

Family

How would you like to take care of your family and those closest to you—now and in the future?

Leisure

How are you making time for yourself and making the most of your free time?

Work

What are your retirement goals? Do you have plans to start or sell a business?

Giving

Are there causes you would like to support, either by volunteering, mentoring or through charitable gifts?

Financial

How do you define financial success—and how can we bring all your goals together?

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