About Revity wealth

We’re a leading company in Wealth Management Services

Revity Wealth is a leading wealth management firm based in California, USA. Since its creation, we have successfully provided innovative wealth management solutions to ultra-high-net-worth individuals, their businesses, families, and foundations. We specialize in a broad range of services, including Wealth Management, Retirement Planning, Risk Management, Estate Planning, and Exit Planning. 

We understand the challenges that ultra-wealthy people face in keeping track of every factor that could result in changes in their finances. We, therefore, pride ourselves in offering a comprehensive approach to wealth management that not only focuses on investment planning but encompasses almost every aspect of financial life. Our mission is to provide our clients with professional, reliable, and brilliant solutions that help secure financial independence throughout their lives and after their death.

We understand the challenges that ultra-wealthy people face in keeping track of every factor that could result in changes in their finances. We, therefore, pride ourselves in offering a comprehensive approach to wealth management that not only focuses on investment planning but encompasses almost every aspect of financial life. Our mission is to provide our clients with professional, reliable, and brilliant solutions that help secure financial independence throughout their lives and after their death.

Revity Wealth has a highly experienced professional team, including financial analysts, business developers, and investment managers, who have extensive wealth management experience. These experts are committed to helping our clients achieve their long-life dreams through a selection of top-notch wealth management solutions. 

Over the years, we have consistently delivered first-class business in a first-class way thanks to our core values of integrity, commitment to diversity and inclusion, innovativeness, good partnership, and always putting our clients first. Our vision is, however, to become a global leader in wealth management.

Everyone requires financial advice to attain their long-term goals. We will empower you to enjoy a stable financial life.

Meet the Team

FOUNDER

As a prior US Marine Corps Officer, Brett brings a unique discipline to corporate…

OPERATIONS & MARKETING MANAGER

Giselle Cayme is a valuable team member at Revity Wealth. In her role, …

DIRECTOR, ASSET MANAGEMENT, IFP

Pete Nunley conducts due diligence for investments and also helps manage …

CHIEF INVESTMENT OFFICER, IFP

Aaron Gilman serves as the Chief Investment Officer for Independent Financial …

We will help you make smart financial decisions while you focus on other important things. Contact us today to find out how we can help you!