Begin a
conversation.
Reach out, briefly or at length. Share as much as you'd like about what you're navigating, and we'll respond within one business day with a proposed time to talk.
One firm.
One conversation.
Every first conversation at Revant is an exploration, not a pitch. We're listening for what you're carrying, what you've already planned for, and where integration might be missing.
Irvine, California.
Revant Wealth
9481 Irvine Center Dr.
Irvine, CA 92618
949.393.2002
Write to us directly.
Existing client?
Tell us a little about what you're planning for.
A few common questions.
If you're weighing whether to book a first conversation, these may help. If not, reach out, we're happy to answer whatever's on your mind.
Is there a minimum to work with Revant?
Most of our private-wealth engagements start at $1M in investable assets. Revant Vantage relationships are offered by invitation on a case-by-case basis. That said, the first conversation is always open, if we aren't the right fit, we'll say so and, where we can, point you toward someone who is.
How does Revant charge for planning?
Our fee structure is disclosed up front and depends on the nature of the engagement. We're happy to walk through it in the first conversation.
What should I bring to a first conversation?
Nothing, formally. A general sense of what you're navigating, an upcoming transition, a concentration issue, an estate question, or a plan that's drifted from your real goals, is more than enough to have a useful first hour.
Do you work with clients outside California?
Yes. Our practice is based in Irvine, but we serve clients across the United States. Most relationships are run on a mix of in-person visits and video; the operating rhythm is designed to travel.
How long before I hear back?
We respond to every inquiry. A member of our team will follow up to schedule a first conversation.