Revival Wealth Management

Revival Wealth Management constructs and manages client portfolios directly, typically using a mix of equity and fixed-income allocations tailored to individual financial plans. Investment management is integrated with broader financial planning, ensuring portfolio strategy aligns with retirement timelines, tax considerations, and cash-flow needs. The firm operates as an independent practice, allowing for open-architecture selection of investment vehicles.

Revival Wealth Management operates as a financial advisory and wealth management practice serving multiple clients, rather than a dedicated single-family office. The firm's model centers on delivering planning and investment management to individuals and families on a client-advisor basis. There is no public indication the firm manages capital for a single family or operates pooled family-office vehicles.

The firm delivers comprehensive financial planning covering retirement strategy, investment management, and wealth preservation. Planning engagements are built around personalized roadmaps that address life-stage transitions, income planning, and long-term asset allocation. The advisory relationship is structured to provide ongoing guidance rather than episodic transactional advice.

Boutique wealth management practices of this type typically maintain account minimums that reflect a high-touch service model, though Revival Wealth Management does not publicly disclose a specific threshold. Advisors in comparable independent RIAs often set minimums in the range of $250,000 to $1 million in investable assets. Prospective clients should confirm current requirements directly with the firm.

As an independent registered investment advisor, Revival Wealth Management would custody client assets at a qualified third-party custodian, such as Charles Schwab, Fidelity, or Pershing, rather than holding assets directly. This separation of advisory and custody functions is a structural feature of the independent RIA model, providing clients with independent account statements and custody-level reporting. The firm's specific custodian relationship is not publicly identified.