Premier Financial Management Firm – RevX wealth management revolutionizes how wealth is created and preserved. We are an independent, objective, and nimble financial management firm. Focused on asset management and institutional securitized real estate, we relentlessly analyze ever-evolving markets and regulatory terrain, forging opportunity while providing unbiased, sound guidance.
RevX Services
Where Xperience Meets Independence.
Trusted
Asset & Financial Management
For two decades prominent entrepreneurs and investors have entrusted RevX as their money managers. They choose us for our clarity, responsiveness, and attentiveness.
Independent
Advanced Planning
At RevX we’re experts in estate planning, business planning, protection planning, and more. Let us provide your financial plan strength and support.
Experienced
1031 Exchange
The 1031 exchange rules can be confusing. RevX wealth management can make it simpler for your residential or commercial property. Contact us today to learn more about our 1031 exchange services or to learn more about our financial management solutions.
Delaware Statutory Trust: Investment Properties Made Easy
Real estate investors rarely access A Delaware Statutory Trust which provides investors with an ownership model through a discreet legal entity. Investors in a Delaware Statutory Trust own a pro-rata interest in the trust and have the right to receive distributions from the operation of the trust, either from rental income, or from the eventual sale of the property. As a co-ownership system, a DST allows investors to benefit from property investment gains without being responsible for management. It’s a powerful tool for real estate investment results. Revolutionized.
Partners to the Power of X: Our Strategic Business Affiliations.
