WHO WE SERVE
Re-Envision Wealth provides dedicated, sophisticated, and proactive wealth management and investment management services to our clients. We maintain our high standards of excellence by keeping our advisory ratio at less than half of the industry average.
HIGH NET WORTH HOUSEHOLDS
PHYSICIANS
ATTORNEYS
INSTITUTIONAL INVESTORS
EXECUTIVES & ENTREPRENEURS
"I felt welcomed, listened to, and guided. I felt there were some easy steps to take on, and I felt the information was explained well. I feel more confident in what is needed.
- L.H. (Former Solidaire Network Wellness Participant)
The Adviser directly solicited the statement.
"Everyone I worked with was super gracious and kind with me and also held my emotions about my finances with a lot of compassion and tenderness. I also got really valuable concrete info from my meeting and follow-up document. [I gained] clarity of which direction to move in and clarity about how to prioritize my different plans."
Thank you all for your great work!
-L.H. (Former Solidaire Network Wellness Participant)
[The team] answered important questions; helped me to come up with a plan...for where to save money as we save for our first home."
-B.Q. (Former Solidaire Network Wellness Participant)
RE-ENVISION WEALTH
THE RE-ENVISION WEALTH DIFFERENCE
BROKER DEALER
ADVISORS
ROBO ADVISORS
INSURANCE AGENTS
COMPREHENSIVE PLANNING
DISCRETIONARY
MANAGEMENT
PLAN IMPLEMENTATION
COORDINATION OF
PROFESSIONALS
INDEPENDENT
ADVICE
FIDUCIARY
RESPONSIBILITY
VALUES-ALIGNED
INVESTMENTS
ALWAYS
NEVER
MAYBE
