Re Envision Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$87,065,011
Clients
78
Advisors
4
across 3 offices
About
Re-Envision Wealth provides financial planning, investment supervisory, and wealth management services to individuals, families and institutional clients, with a focus on affluent and high-net-worth households seeking alignment between values and investments. Offerings include ongoing and project-based financial planning, separately managed account strategies, as well as referrals to third‑party tax preparation, estate-document scrivener services, and periodic educational workshops.
The firm generally manages client assets on a discretionary basis and emphasizes asset allocation informed by a blend of fundamental and cyclical analysis, ongoing portfolio monitoring, and due diligence on public and private managers. Its separately managed account strategy targets 30–40 holdings and is constructed to mirror S&P 500 sector weights while restricting the investable universe to companies ranked in the top decile for satisfaction by BIPOC women; the firm also forms separate entities when needed to implement particular manager access or mandates.
Notably, Re-Envision Wealth acts as a sponsor/manager of unregistered pooled vehicles and may solicit clients to invest in those funds, a practice that the brochure discloses resulted in transferring prior private funds to a separate entity and an SEC enforcement action related to Form D filings. The firm’s advisors are also insurance-licensed and the firm provides occasional educational seminars and speaking engagements, services that are less common among similar-sized advisory teams.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Project-based financial planning fees ranging from $2,000 to $5,000; upfront fee for ongoing financial planning from $2,500 to $20,000 covering first 6 months, then monthly fees from $416.67 to $5,000 or quarterly fees from $1,250 to $15,000
$0 - $5,000,000: 1.0% annually $5,000,001 - $10,000,000: 0.90% annually $10,000,001 - $15,000,000: 0.80% annually $15,000,001 - $25,000,000: 0.65% annually $25,000,001+: Negotiable
$250 to $1,000 per hour for financial planning services
Account minimum: $250,000 Minimum fee: Minimum annual fee of $5,000 for investment supervisory services Fee-only: Fee-only advisory services; no commissions or performance-based fees
Main office
See office260 Madison Avenue, 8th Floor
New York NY 10016
Advisors at this office
2
Offices (3)
Most active in
District of Columbia · Maryland · New York · North Carolina · Texas · Virginia
Also doing business as
Grid 202 LLC · Grid 202 Partners · Re Envision Wealth
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Cindy M
CFP®, Series 63
New York, NY
Re Envision Wealth
Cindy Mota Rios is a CFP® with six years of industry experience, currently serving at Re Envision Wealth in New York, NY. Her previous roles include positions at Grid 202 Partners, Greenspring Advisors, LLC, and Quadrant Capital Management. Outside of her advisory work, she owns Sublime, a business focused on Mindset and NLP-related coaching. Re Envision Wealth is an SEC-registered advisory firm that serves individual and high-net-worth households as well as some institutional clients. The firm provides financial planning, investment consultation, wealth management, and discretionary portfolio management, emphasizing asset allocation combined with fundamental and cyclical analysis and due diligence on private-market opportunities.
Willie G
CFA®
New York, NY
Re Envision Wealth
Willie Gholston is a CFA® charterholder with 12 years of experience in the financial industry. He is currently an advisor at Re Envision Wealth, where he has worked since 2023. Prior to that, he held positions at Money Script Wealth Management, PLLC, and First Citizens Asset Management. Re Envision Wealth serves individuals, families, and institutional clients, focusing on affluent and high-net-worth households seeking alignment between their values and investments. The firm offers financial planning, investment supervisory, and wealth management services with an emphasis on disciplined asset allocation and selective separately managed account strategies.
Keith B
CFP®, CFA®, Series 63, Series 66
New York, NY
Re Envision Wealth
Keith Beverly is a CFP® and CFA® with 17 years of experience in the financial services industry. He currently serves at Re Envision Wealth and has previously worked at Grid 202 Partners, Momentum Advisors, LLC, Osaic FA, Inc., New Paradigm Advisory Group, and FAI Wealth Management. Beverly is also the managing member of Democratizing Capital LLC and Re-Envision Capital LLC. Re Envision Wealth provides financial planning, investment supervisory, and wealth management services to individuals, families, and institutional clients, focusing on affluent and high-net-worth households. The firm emphasizes asset allocation using fundamental and cyclical analysis, offering separately managed accounts aligned with client values and targeting holdings highly rated by BIPOC women.
Jennifer G
Series 66
Washington, DC
Re Envision Wealth
Jennifer Goodwin is a financial advisor at Re Envision Wealth with nine years of industry experience. She holds a Series 66 designation and previously worked at Motley Fool Wealth Management, TMF Investments, and TIAA-CREF Individual & Institutional Services. Re Envision Wealth serves individual and high-net-worth households as well as some institutional clients, offering financial planning, investment consultation, wealth management, and discretionary portfolio management. The firm emphasizes asset allocation combined with fundamental and cyclical analysis and performs due diligence on private-market opportunities, managing specialized pooled investment vehicles.
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