ABOUT REVANT WEALTH
We're a team of skilled professionals - including Certified Financial Planners®, MBAs, and ERISA plan strategists - driven by the belief that dreams deserve a plan. Our name comes from the French word for "dreaming", reflecting our commitment to helping individuals and families turn their financial goals and dreams into reality through personalized private wealth strategies - while also empowering businesses with experienced retirement plan consulting.
HOW WE CAME ABOUT
Our team came together like the strong, interconnected roots of a thriving tree - growing deeper and stronger with our vast experience and shared purpose. With fresh energy and dedication to personalized and holistic planning, Revant Wealth is here to guide clients toward a future filled with confidence and possibility.
OUR SERVICES
We take a holistic approach to optimizing your financial life - whether you're planning for yourself, securing your family's future, or navigating the complexities of a growing business. Our services include retirement and tax planning, investment management, estate strategies, and guidance on benefits and compensation.
Get In Touch
- 949-393-2002
- [email protected]
- 9481 Irvine Center Dr., Irvine, CA 92618
