What We Do and How We Can HelpSubmitted by Reviresco Wealth Advisory on September 7th, 2017
While financial planning challenges are shifting significantly, conventional approaches have left some people, of all ages, feeling paralyzed by fear, confusion, skepticism, frustration, and information overload. As a result, it’s become difficult for some people to find an advisor they trust and with whom they can build a strong and transparent relationship.
I believe that, as an industry, we can do better. I founded Reviresco Wealth Advisory with the intention to fill this gap and challenge the status quo.
Reviresco Wealth Advisory is an independent, fee-based, fiduciary wealth management firm established to serve as a trusted partner on your journey to understand, realize, and live your highest potential. We are passionate about improving your quality of life and developing innovative solutions that help you reconsider how to best achieve your financial goals.
We are driven by six key values:
We believe that the consistent application of these principles over time can yield incredible results. These values are at the forefront of everything we do. We aim to keep our process simple, so it doesn’t overwhelm. As a fiduciary, we uphold the highest level of integrity and independence. We are always patient with our clients, compassionate toward their needs, and committed to helping them pursue their dreams.
Who We Serve
We specialize in serving professionals, individuals, and families who are approaching retirement. They have been successful throughout their careers, and now in their fifties, they recognize the need to make sure their accumulated assets will last them throughout retirement.
We look for people who understand the benefits of implementing a financial retirement plan that is “living,” flexible, and customized to their changing needs. Below is a list of personality traits describing people that we enjoy working with, and who we find enjoy working with us.
- Motivated to learn and open to change
- Independent thinkers
- Appreciates advice
- Recognizes that time is valuable
- Optimistic & lives with gratitude
- Responsible and accountable
- Financially disciplined
- Courteous and respectful
As we’re based in San Diego, some of our clients are executives working for large corporations, such as Qualcomm. As they have a very competitive benefits plan and significant stock holdings, they require an advisor who can help evaluate how to best position those assets to support them and their families well into the future.
Why Clients Choose Us
What sets us apart from many other firms is our ability to look beyond the management of investment assets when developing a financial value proposition for our clients. While the management of investment assets is an important part of the overall planning process that we do help with, we spend time gathering as much information as we can about our clients in all areas of their lives so we can uncover previously unrecognized or untapped areas of opportunity. These may come in the form of tax planning, estate planning, beneficiary alignment, or some combination to name a few.
As a result of working through our planning process, we also encourage our clients to think in a way that goes beyond the management of investments. Too often, people assume an advisor is only interested in their investable assets, however, we find the real value we add often goes far beyond this one are of someone's financial life. We are focused on helping our clients feel confident by working with us to develop and implement a comprehensive financial plan that takes all aspect of their life into consideration. This includes understanding the purpose for their money, having a plan in place for unexpected events in future, and understanding how taxes impact their retirement income planning. All of this can have a much more positive impact when compared to solely looking at portfolio performance.
Beyond the value of our services, clients tell us how much they appreciate our honesty and transparency. We believe clients know we have their best interests in mind and at heart.
How We Work
Simplicity is important to us, so we’ve developed a streamlined yet comprehensive process. It all starts with getting to know one another during a 20-minute phone call. This gives us a chance to get acquainted and learn more about one another. Together, we’ll decide if it makes sense to take the next step, which is a complimentary in-person initial consultation. During this discussion, we’ll dive into your finances and get a better understanding of your current situation, future goals, and how we might best be of value.
From there, if we decide to work together, we’ll develop your financial plan and meet regularly to monitor and make adjustments as needed.
If you’re approaching retirement and have questions about income needs, estate planning, tax planning, or other financial concerns, we’d be happy to discuss your situation and help you understand your best way forward.
To take the first step and schedule a complimentary 20-minute phone conversation, call 858-724-2444 or email firstname.lastname@example.org.
Ian Maxwell is a financial advisor and the president and CEO of Reviresco Wealth Advisory, an independent, fee-based firm dedicated to providing investment management and strategic wealth planning based on fiduciary standards. Providing comprehensive financial planning and asset management, Ian specializes in serving successful pre-retirees who want to ensure the assets they’ve worked hard to build work for them in return during retirement. He is passionate about improving the quality of life for his clients and developing innovative solutions that help people reconsider how to best achieve their financial goals. Based in San Diego, California, he works with clients locally, as well as in Northern California in the San Francisco area. To learn more, connect with Ian on LinkedIn, or send him an email at email@example.com.
Advisory Service offered through Sowell Management Services, a registered investment advisor.
The views are subject to change and are not intended as a forecast or guarantee of future results. This material is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any specific investment. Stated information is derived from proprietary and nonproprietary sources that have not been independently verified for accuracy or completeness. While Sowell Management Services believes the information to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability. Statements of future expectations, estimates, projections, and other forward-looking statements are based on available information and Sowell Management Services' view as of the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. Actual results, performance or events may differ materially from those expressed or implied in such statements. Investing in securities involves risks, including the potential loss of principal. While equities may offer the potential for greater long-term growth than most debt securities, they generally have higher volatility. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles, or from economic or political instability in other nations. Past performance is not indicative of future results.