Washington, DC Office

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.