Keep the wealth you’ve built.

Cut fee drag. Maintain risk. Keep more after tax. All with an independent, ex-Wall Street team.

Excellent

Learn more about the hidden drag in your portfolio

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We are independent, ex-Wall Street operators bringing family office level expertise to more portfolios.

We audit every fee, align risk to your goals, and improve tax placement so your wealth compounds without babysitting the markets.

Why choose Revise?

Independent and institutional-grade

We benchmark leading solutions across the market to fit your goals, not a product shelf.

Transparent fee audit

We expose every layer of cost: fund ERs, wrap/platform, and trading. Fee drag can total 1-3%+ annually.

Downside-first design

Structures aimed at growth with muted drawdowns, so durability (not headlines) drives results.

Tax-aware & simple

Smart account placement to defer/reduce taxes, plus a streamlined digital process and white-glove execution.

Revise gives you strategies designed to protect, not gamble.

What you'll get:

Fee Map: clear view of every layer you pay (fund ERs, wrap, platform).
Same-Risk Net Lift: pursue higher after-fee/after-tax returns without adding risk.
Tax Plan: ways to defer, reduce, or sometimes avoid current taxes.

Albert, Florida, age 63, Revise customer

Case snapshot

Albert and Sarah

Florida, age 63

The Problem:

Paying ~2.75%/yr (≈$50k) in fund + platform fees.

What We Did:

Designed a same-risk structure targeting lower fees and better tax efficiency.

Results vary; not a guarantee.

How it works

Share your vision.

You’ll share your goals by discussing your needs, preferences, and past struggles and learn how Revise can help.

Engineer

Replace unnecessary cost, improve tax placement, add hedges as needed—no extra risk.

Implement

White-glove paperwork and coordination with your CPA/attorney.

Four and a half star rating on Trustpilot

TrustScore 4.5

Revise helped me evaluate a strategy that could strengthen the conservative slice of my portfolio.

Graham G

TrustScore 4.5

Their proactive, data-backed service put me in a place of financial comfort and confidence.

Albert R

TrustScore 4.5

The strategy they provide is compelling. The team is professional and will help you on your journey.

Peter F

Find out how secure your retirement really is.

The goal isn’t endless growth. It’s peace of mind. The kind that lets you enjoy the life you worked for.

Revise Insurance Group LLC, doing business as Revise or Revise Financial is a licensed insurance producer authorized to transact in all states. We are domiciled in Illinois under #3002790618 and operate as Revise Insurance Solutions in California under #6012761.

You should always consult a financial, tax, or legal professional familiar about your unique circumstances before making any financial decisions. This material is intended for educational purposes only. Nothing in this material constitutes a solicitation for the sale or purchase of any securities. Any mentioned rates of return are historical or hypothetical in nature and are not a guarantee of future returns.