Scottsdale, AZ E Shea Blvd Office
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Releve Financial Group
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Firm-wide stats for Releve Financial Group
About
Relevé Financial Group is a wealth management firm managing about $255.6 million and serving individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and business entities with comprehensive financial planning, consulting, and portfolio management. The firm also operates a proprietary, subscription-based online advisory and coaching platform (LIVE WELLthy) in addition to its traditional managed-account services.
RFG generally provides discretionary investment management and documents client goals, time horizons, and risk tolerances to build tailored plans, using methods that include fundamental, technical, quantitative analysis and modern portfolio theory; accounts are monitored on an ongoing basis with annual reviews by the Investment Committee. The brochure discloses that the firm may use a range of instruments (ETFs, mutual funds, options, margin, derivatives), may appoint sub‑advisors, and allows client‑imposed restrictions on investments.
Compared with many peers, the firm is the sponsor and sole portfolio manager of an RFG Wrap Fee Program and runs a public subscription advisory platform alongside its managed accounts, and it discloses that some investment adviser representatives also receive compensation as insurance agents. The brochure also notes firm‑paid CPA tax‑preparation for qualifying clients and that the firm maintains multiple offices despite a small advisor team—items the firm discloses and addresses as potential conflicts of interest.
Based on Releve Financial Group
Expertise
Based on Releve Financial Group
Location
9375 E Shea Blvd, Suite 100
Scottsdale AZ 85260
Advisors at this office
2
Advisors at this office
Thomas D
Series 66
Scottsdale, AZ
Releve Financial Group
Thomas Dale is a financial advisor at Relevé Financial Group in Scottsdale, AZ, holding a Series 66 designation with five years of industry experience. He previously worked at Grove Point Advisors, Grove Point Investments, and Schumann Financial, and has a background that includes four years at the University of Illinois. Relevé Financial Group manages approximately $255.6 million and serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities with comprehensive financial planning, consulting, and portfolio management. The firm offers discretionary investment management using a blend of fundamental, technical, and quantitative analysis, and operates a proprietary subscription-based advisory platform alongside traditional managed accounts.
Dawn J
CFP®, Series 66
Scottsdale, AZ
Releve Financial Group
Dawn Jurkovich is a CFP® and Series 66-registered financial advisor with 19 years of industry experience. She has been with Relevé Financial Group since 2016 and previously worked at Northrock Partners, LLC. Outside of her advisory role, she is the owner and founder of dawn.dahlby.com, a financial coaching and empowerment platform for women. Relevé Financial Group manages approximately $255.6 million and serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm provides comprehensive financial planning, consulting, and portfolio management, employing a range of investment strategies and operating both traditional managed accounts and a proprietary subscription-based advisory platform.
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