Strategic. Personal. Accessible. Collaborative. Passionate about wealth creation. Dedicated to our clients and their wellbeing. We’re a team of certified financial, tax and real estate specialists who are quietly and decisively changing how wealth management and 1031 Exchanges are planned for, managed and evolved. Find out more below. Even better, contact us and let’s get to know each other.

In an era of FinTech and Robo-Advisors, RevX has chosen to innovate wealth creation and preservation through our agile approach grounded in a personal and proactive touch. We are uniquely positioned to offer the lowest market advisory costs while providing cutting-edge investment options and solutions. Furthermore, our extensive knowledge and business background makes us uniquely suited to understand our client’s perspectives.

We began with a simple promise. It was a promise grounded in hard work and independent thinking. We pride ourselves in investment innovation at the intersection of technology, analytics and behavioral finance.

We match that promise with objectivity and agility. We have revolutionized the advisor and client relationship. We did so by asking our clients what they desired, and then we built it.