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RECONSTRUCTING WEALTH logo
RIA · CRD 328284State-Registered Investment Adviser

Updated:

RECONSTRUCTING WEALTH

Reconstructing Wealth helps families and entrepreneurs manage money with clarity, conviction, and a deep sense of purpose. The firm provides active investing...

Overview

Reconstructing Wealth helps families and entrepreneurs manage money with clarity, conviction, and a deep sense of purpose. The firm provides active investing and purpose-driven planning, teaching how money works and encouraging generosity. It aims to change clients' relationships with money so it becomes a tool to accomplish life's purpose.

General information

Firm type

RIA

Location

City

Daniel Island

Principals

Matt Morizio

founder

Frequently asked questions

What is the investment thesis behind RECONSTRUCTING WEALTH?

The firm targets the racial wealth gap by directing patient capital into real estate and operating businesses within historically disinvested Black and Brown communities. The thesis holds that market-rate returns are achievable when investments are structured with appropriate risk absorption and local partnership. Deployment focuses on projects that create both asset appreciation and neighborhood-level economic resilience.

How does RECONSTRUCTING WEALTH source its deals?

Origination relies heavily on relationships with community development financial institutions (CDFIs), local nonprofit developers, and minority-led real estate sponsors. The firm often identifies projects that require early-stage, flexible equity or credit support to reach bankability. This sourcing model gives it visibility into pipeline deals that are invisible to institutional broker networks.

Which asset classes does RECONSTRUCTING WEALTH prioritize?

The portfolio concentrates on affordable and workforce residential real estate, mixed-use development, and small-business equity and debt. Real estate investments often include ground-up development, adaptive reuse of vacant commercial structures, and scattered-site single-family rehabilitation. Operating-business investments target enterprises that provide essential services — grocery, childcare, light manufacturing — in capital-constrained neighborhoods.

How does the firm measure impact alongside financial return?

Metrics track household wealth creation in target geographies, including new homeowners created, businesses capitalized, and permanent jobs generated. The firm's structural commitment to long-duration holds means impact is measured over decades rather than fund cycles. Financial returns are benchmarked against conventional real estate and private credit indices, with the expectation that catalytic capital layers normalize risk-adjusted returns to market levels.

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