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Re-Envision Wealth
Founded in 2018 by Chief Investment Officer Keith Beverly, the firm originally launched as GRID 202 Partners before rebranding to Re-Envision Wealth.
Re-Envision Wealth
Founded in 2018 by Chief Investment Officer Keith Beverly, the firm originally launched as GRID 202 Partners before rebranding to Re-Envision Wealth. The Manhattan-headquartered practice was built to serve households and institutions that traditional wealth management has historically overlooked, with a stated goal of helping 10,000 households of color become multimillionaires. The advisory team constructs multi-asset class portfolios spanning public equities, fixed income, and private market alternatives. A key differentiator is the firm's intentional capital migration thesis — sourcing and diligence on private funds and direct co-investments that target attractive financial returns alongside measurable social impact, particularly in underserved communities. The firm serves high-net-worth individuals, physicians, attorneys, executives, and institutional investors from offices in New York and Washington, D.C. Will Gholston, Vice President of Investments, joined the team after overseeing more than $50 billion in multi-asset strategies at large financial institutions, including managing a $4 billion pension plan. Re-Envision Wealth discloses $137 million in regulatory assets under management as of May 2026 (per firm website, 2026). The team of five includes multiple dual-credentialed professionals: both Keith Beverly and Will Gholston hold the CFA and CFP designations — a rare combination among African American advisors. Kisha Ward, the Director of Tax Planning, previously served as Director of Finance for a single-family office and now leads estate and gift tax strategy from the Washington, D.C. office. The firm does not operate adjacent philanthropic foundations or club vehicles. The advisor’s structural identity is defined by its mission-driven RIA independence. Without the product-distribution pressures of a broker-dealer or bank affiliation, the firm uses outsourced institutional custody and an open-architecture investment platform to construct portfolios that explicitly screen for racial equity and climate outcomes. That fiduciary-only posture, combined with a deliberate focus on a client base dismissed by mainstream finance, shapes the entire sourcing and allocation framework.
General information
Firm type
Bank / Wealth / Trust
Year founded
2018
AUM
$137 million (per firm website, 2026)
Location
Region
North America
Country
United States
City
New York
Corporate office
Manhattan, New York, United States
Additional offices
Washington, D.C.
Principals
Keith Beverly
Managing Partner & Chief Investment Officer
Will Gholston
Vice President of Investments
Jennifer Goodwin
Senior Financial Planner
Kisha Ward
Director of Tax Planning
Cindy Mota
Financial Planner
Frequently asked questions
Who runs investment decisions at Re-Envision Wealth?
Keith Beverly serves as Managing Partner and Chief Investment Officer, leading portfolio construction and private-market manager selection. Will Gholston, Vice President of Investments, oversees asset allocation, manager due diligence, and quantitatively oriented strategy. Both hold the CFA and CFP designations.
How does Re-Envision Wealth define impact investing?
The firm targets capital migration toward diverse, impactful managers and investments that further racial equity, social justice, and climate action. It builds customized portfolios for clients who want their assets screened for measurable social and environmental outcomes alongside financial returns, rather than applying a generic ESG overlay.
Is Re-Envision Wealth structured as a single-family office or a multi-family office?
Neither — it is an independent Registered Investment Advisor (RIA) serving multiple high-net-worth households and institutional clients. The firm operates on an outsourced custody, open-architecture model with a fiduciary standard, distinct from both single-family office and broker-dealer structures.
Does Re-Envision Wealth participate in fund commitments or only direct deals?
The firm allocates across public markets and private investments. In private markets, the team has built expertise in identifying funds and managers that deliver competitive financial returns tied to positive social impact, though specific fund commitments have not been publicly disclosed.
Which client segments does Re-Envision Wealth typically target?
The firm explicitly serves high-net-worth households, physicians, attorneys, executives, and institutional investors, with a stated commitment to populations often dismissed by the traditional financial services industry. It aims to help 10,000 households of color become multimillionaires while migrating capital toward diverse managers.
How is Re-Envision Wealth different from GRID 202 Partners?
GRID 202 Partners was the firm’s original name at founding in 2018. The advisory practice rebranded to Re-Envision Wealth to better reflect its broadened mission of guiding impact-focused households toward values-aligned wealth building and capital migration, though the underlying RIA entity and leadership remained the same.
What philanthropic or tax-planning capabilities does the firm maintain?
Re-Envision Wealth does not operate a separate philanthropic foundation, but its in-house tax planning practice — led by Kisha Ward, CPA/PFS, CFP, AEP — advises on estate, gift, and income tax strategies for high-net-worth clients. Ward previously served as Director of Finance for a single-family office and sits on the board of Bright Beginnings, a D.C. nonprofit focused on families experiencing homelessness.
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