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Our Services

Portfolio Management

We build and manage portfolios with the discipline of institutions and family offices. Our focus is clear: reduce fees, increase risk-adjusted returns, and stay tax-efficient. Portfolios are tailored, adaptive, and built to protect against timing risk, never one-size-fits-all.

Portfolio Management

Financial Planning

Our financial planning is a natural extension of portfolio management. Once the portfolio is structured properly, the data becomes the raw ingredients for a full plan, covering retirement timelines, Roth conversions, estate design, and glide path evolution across accounts.

Financial Planning

Executive & Equity Compensation

We specialize in helping engineers, executives, and technical professionals navigate complex compensation packages: stock options, RSUs, and deferred comp. We’ve worked with professionals from Apple, Google, Microsoft, Amazon, and Tesla, structuring plans that balance liquidity, taxes, and long-term wealth growth.

Executive & Equity Compensation

401(k) Rebuilds After a New Job

Most 401(k) allocations are made under pressure when starting a new role, then left untouched for years. We rebuild and reallocate plans with the same precision as our managed portfolios, reducing hidden costs and aligning them with your broader wealth strategy.

401(k) Rebuilds After a New Job

Tax Planning

Taxes aren’t a once-a-year event. We integrate year-round tax strategy into every portfolio and plan, from tax-efficient investing to income and estate tax mitigation.

Tax Planning

Retirement & Estate Planning

We help families protect and pass on wealth. From Social Security and pension integration to multi-generational estate transfers, we design retirement paths that balance lifestyle security with legacy goals.


                Retirement & Estate Planning

Risk Management & Protection

True wealth planning includes preparing for the unexpected. We use:

  • Life Insurance to protect income, provide liquidity at death, and secure family legacies.
  • Annuities as potential bond replacements, offering downside protection and reliable growth in place of traditional fixed-income funds.
  • Broader risk-mitigation strategies to hedge against market downturns, inflation shocks, and liquidity needs.

                Risk Management & Protection

Philanthropy & Legacy

For families looking beyond themselves, we craft philanthropic plans that maximize impact while fitting seamlessly into tax and estate structures.


                Philanthropy & Legacy

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.

Who we are

Protect today,
secure tomorrow.

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Copyright ©2025 Revise. All rights reserved.

Investment advisory services are offered through Revise Wealth LLC, a Registered Investment Adviser (CRD 335629, State of Illinois). Advisory services are available only where Revise Wealth is properly registered or exempt from registration.

Insurance products are offered through Revise Insurance Group LLC (domicile IL #3002790618; CA d/b/a Revise Insurance Solutions #6012761). Fixed indexed annuities (FIAs) are insurance contracts, not bank deposits or securities. They are not FDIC- or NCUA-insured, and guarantees rely on the issuing insurer’s claims-paying ability. Contract values may be reduced by surrender charges, market-value adjustments, or other provisions—review the policy and riders carefully.

Content on this site is for general educational purposes and should not be construed as personalized investment, legal, or tax advice. Past or hypothetical results do not guarantee future outcomes. Services are offered only where Revise is properly licensed; product availability varies by state.

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