A California-born firm devoted to helping you revive, grow, and protect your wealth with clarity and confidence.
Wealth Revive was founded in 2008 with a clear purpose: to make high-quality financial advice, sophisticated investment strategies, and thoughtful planning available to everyday Californians, not just institutions and ultra-wealthy families.
What started as a small group of advisors focused on practical guidance has grown into a full-service wealth management and financial services firm. We now support individuals, families, and business owners through every major financial milestone, from buying a first home to planning a business exit and structuring a legacy.
Across market cycles, interest-rate environments, and life changes, one thing has stayed constant: our commitment to putting clients first. We believe in transparent communication, evidence-based strategies, and proactive ongoing service so you always know where you stand and what comes next.
Today, our team oversees more than $2 billion in assets and serves over 5,000 clients throughout California. We are proud to be a long-term partner for young professionals building wealth, families protecting their future, and retirees turning savings into sustainable income.
Consistently recognized for excellence in financial services and outstanding client satisfaction ratings.
Licensed financial advisors and specialists with decades of combined expertise in California markets.
Every strategy, recommendation, and decision is tailored to your unique financial goals and circumstances.
Bank-level security protocols and full regulatory compliance ensure your financial information and investments are protected.
The core principles that drive our commitment to your financial success
To empower every Californian with access to exceptional financial services that transform dreams into achievable goals. We're committed to providing personalized, innovative solutions that create lasting financial success and peace of mind for our clients.
To become the most trusted name in California financial services, recognized for our unwavering integrity, innovative solutions, and transformative impact on our clients' financial futures. We envision a California where everyone has the tools and guidance to achieve financial prosperity.
Meet the experienced professionals driving Wealth Revive forward
Chief Executive Officer
With over 20 years in financial services, Michael leads our strategic vision and client-first culture. His expertise in California markets and commitment to innovation drives our continued growth and success.
Chief Financial Officer
Sarah brings 18 years of expertise in financial planning and investment management. Her analytical approach and dedication to client portfolio optimization have helped thousands achieve their financial goals.
Chief Operations Officer
David oversees our daily operations and client experience initiatives. His commitment to operational excellence and service innovation ensures every client interaction exceeds expectations and delivers outstanding results.
The results speak for themselves
We believe in giving back to the California communities that have supported our growth.
Wealth Revive is proud to support local charities, educational initiatives, and community development projects throughout California. We sponsor financial literacy programs in schools, support local small businesses, and contribute to various charitable organizations.
Free workshops and seminars for students and adults
Mentoring and funding for local entrepreneurs
Annual donations to local charities and causes
Join thousands of satisfied clients who trust us with their financial future.