SERVICES
PROVIDE FOR
we
you
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.
WEALTH PLANNING
INVESTMENT MANAGEMENT
CORPORATE FINANCIAL WELLNESS
INSTITUTIONS
"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)
Guide affluent BIPOC and values-aligned households towards building and sustaining wealth. We show them how to leverage their income to build wealth for themselves and future generations while doing good in the world.
WEALTH
PLANNING
/02.
/03.
OUR SERVICES
MORE INFO THIS WAY
/01.
INDIVIDUALS WITH AT LEAST
$250K OF INCOME OR NET WORTH
/04.
/01.
Advise ultra-high net worth individuals interested in
reparations and redistribution of wealth. We assist them in creating their own theory of change, mapping their impact pillars, and selecting investment managers that honor and further those pillars.
INVESTMENT MANAGEMENT
OUR SERVICES
MORE INFO THIS WAY
/04.
/03.
INDIVIDUALS WITH ASSETS
$1 MIL +
/01.
INSTITUTIONS
OUR SERVICES
MORE INFO THIS WAY
We partner with endowments, foundations and other institutions to ensure their investment assets align with their social and moral values to include not only climate or gender-related issues, but also racial justice.
ORGANIZATIONS WITH ASSETS $1 MIL +
/01.
CORPORATE
FINANCIAL
WELLNESS
OUR SERVICES
MORE INFO THIS WAY
Provide 401(k) administration and financial wellness
benefits for values-aligned institutions. By prioritizing their employees' financial wellness, literacy, and acumen, these employers can improve overall retention, output, and satisfaction.
/02.
/01.
We partner with endowments, foundations and other institutions to ensure their investment assets align with their social and moral values to include not only climate or gender-related issues, but also racial justice.
INSTITUTIONS
OUR SERVICES
MORE INFO THIS WAY
ORGANIZATIONS WITH ASSETS $1 MIL +
/04.
/01.
WEALTH
PLANNING
OUR SERVICES
MORE INFO THIS WAY
/04.
/03.
INDIVIDUALS WITH AT LEAST
$250K OF INCOME OR NET WORTH
Guide affluent BIPOC and values-aligned households towards building and sustaining wealth. We show them how to leverage their income to build wealth for themselves and future generations while doing good in the world.
/01.
WEALTH
PLANNING
OUR SERVICES
MORE INFO THIS WAY
INDIVIDUALS WITH AT LEAST
$250K OF INCOME OR NET WORTH
Guide affluent BIPOC and values-aligned households towards building and sustaining wealth. We show them how to leverage their income to build wealth for themselves and future generations while doing good in the world.
/01.
/02.
Advise ultra-high net worth individuals interested in
reparations and redistribution of wealth. We assist them in creating their own theory of change, mapping their impact pillars, and selecting investment managers that honor and further those pillars.
INVESTMENT MANAGEMENT
OUR SERVICES
MORE INFO THIS WAY
INDIVIDUALS WITH ASSETS
$1 MIL +
/03.
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
