Tailored excellence for exceptional clients.

At Revise, we understand that with extraordinary success come exceptional needs. That's why we've crafted Revise Reserve, a bespoke suite of offerings meticulously designed to complement and enhance the financial journey of our most distinguished clients.

Exclusive access and unparalleled service.

Revise Reserve services provides a white-glove experience that transcends ordinary financial management. By joining this exclusive tier, you gain access to a dedicated team of specialists who are committed to customizing strategies that align perfectly with your unique financial landscape.

Eligibility for Revise Reserve services

Verified total household liquid assets in excess of $500,000
Investible assets with Revise of at least $100,000
A stable financial profile, indicated by a low debt-to-income ratio
Home ownership, renters will be considered on a case-by-case basis

Perks, tailored to your needs.

Our Reserve Services include all of the flagship expertise and technology from our platform in addition to:

Personalized Portfolio Management

Your portfolio will be finely tuned to reflect your specific growth ambitions and risk preferences, leveraging the expertise of our most seasoned experts

Priority Consultations

Enjoy expedited access to consultations with Revise experts who provide insights and proactive adjustments to your plan, ensuring it keeps pace with changing markets and your evolving goals, whether on the phone, via text message, or in person in one our our luxury conference rooms in Downtown Chicago

Exclusive Networking Opportunities

Participate in invitation-only events featuring leading financial thinkers and a chance to connect with peers of similar financial stature

Customized Reporting and Insights

Receive detailed, tailor-made reports that provide clarity and transparency, allowing you to monitor your investments with greater confidence

Enhanced Convenience

Enjoy complementary document courier services, medallion signatures, and at-home notary services.

Choosing Revise Reserve services means embarking on a partnership where your financial aspirations are not just met but exceeded with precision and care. Join us and experience a service tier as unique as your success.

Revise Insurance Group LLC, doing business as Revise Annuity, 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.

Annuity guarantees are subject to the claims-paying ability of the issuing insurer listed on the strategy detail pages. Revise Annuity does not provide advice regarding annuity products and the information presented here is not intended to be a recommendation to purchase any annuity. The contract features described may not be current and may not apply in your state of residence. Annuities are subject to the terms and conditions of the specific contract issued by the insurer, are not FDIC or NCUA insured, are not bank guaranteed, may lose value, and are not a savings deposit product. The information provided on this website is not intended as specific tax or legal advice and Revise Annuity employees are not authorized to provide tax or legal advice. You are encouraged to seek advice from your own tax or legal counsel.