A complete list of active advisors currently associated with Re Envision Wealth

Warmer can help you find a great advisor at Re Envision Wealth or one who fits your needs even better.

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.

To learn more about the advisors currently working at Re Envision Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.