Revive, Protect And Grow Your Wealth With Confidence

Wealth Revive partners with individuals, families, and business owners across California to design integrated strategies for investing, retirement, insurance, lending, and real estate so your money supports the life you want at every stage.

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Fee-transparent, advice-first approach
Licensed advisors and insurance professionals

15+

Years Guiding Californians

5,000+

Clients Served

$2B+

Assets Under Care

Trusted For

Retirement Income Planning Goal-based Investing Comprehensive Insurance Home And Business Lending
Wealth Revive advisor collaborating with clients

A Single Partner For Every Part Of Your Financial Life

Instead of juggling multiple providers, Wealth Revive gives you one coordinated team for investment management, retirement planning, insurance protection, lending, and real estate strategy.

We start by understanding what matters most: the lifestyle you want now, the future you are building, and the legacy you hope to leave. Then we align your accounts, policies, and loans into one cohesive plan that is easy to understand and simple to manage.

Goals-based investment strategies
Holistic risk and insurance review
Optimized retirement income planning
Mortgage and real estate guidance
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Integrated Financial Services, One Coordinated Strategy

Every service is designed to work together so your investments, insurance, loans, and real estate decisions support the same long-term plan.

Investment And Wealth Management

Personalized portfolios, diversified strategies, and ongoing risk management aligned with your timeline and goals.

Explore Investments
Comprehensive Insurance

Life, health, auto, home, business, and travel coverage designed to shield what you have built.

Protect What Matters
Loans And Credit

Personal, business, student, and debt consolidation loans structured to keep your cash flow healthy.

View Loan Options
Mortgage And Real Estate

Fixed, adjustable, FHA, VA, and jumbo mortgages, plus guidance on investment and commercial properties.

Plan Your Property Strategy
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Investment Strategies Built Around Real-Life Milestones

From your first investment account to complex multi-generational portfolios, we help you invest with intention, clarity, and discipline.

  • Custom portfolios using stocks, bonds, ETFs, and alternative investments
  • Tax-aware strategies for taxable, IRA, and 401(k) assets
  • Wealth management for business owners and high-net-worth families
  • Dedicated support during market volatility and life transitions
Discover Investment Management

Retirement Planning That Goes Beyond A Number

We map out how your savings, pensions, Social Security, insurance, and real estate can work together to create predictable income that lasts your entire retirement.

30+
Retirement Scenarios Modeled Per Plan
90%
Clients On Track After 3-Year Review
Plan For Retirement

Insurance Coverage For Every Season Of Life

Protect your income, assets, and loved ones with a complete insurance strategy, not scattered policies.

Personal Protection
  • Term, whole, and universal life insurance
  • Individual and family health coverage
  • Disability and long-term care options
  • Travel and temporary coverage when you are away from home
Property And Auto
  • Auto policies for cars, motorcycles, and recreational vehicles
  • Homeowners, condo, and renters insurance
  • Umbrella policies for added liability protection
  • Bundle discounts for multi-policy households
Business Protection
  • General and professional liability coverage
  • Commercial property and equipment insurance
  • Workers’ compensation and key-person policies
  • Buy-sell and succession planning protection
Review Your Insurance Plan

Loans Structured To Support, Not Sabotage, Your Goals

Borrowing can be a powerful tool when it is aligned with the rest of your financial plan. We help you choose loan options that keep your debt manageable and your credit profile strong.

  • Personal loans for major purchases
  • Student loan strategies and refinancing
  • Debt consolidation to simplify payments
  • Lines of credit for growing businesses
  • Equipment and commercial expansion loans
  • Credit card strategies for rewards and cash flow
See Loan And Credit Options

Mortgage And Real Estate Financing

Whether you are buying your first home, upgrading, investing, or purchasing commercial property, we help you compare mortgage structures and rates across lenders.

  • Fixed-rate mortgages for predictable payments
  • Adjustable-rate mortgages for short-term horizons
  • FHA and VA programs with flexible requirements
  • Jumbo loans for high-value properties
  • Investment property and vacation home financing
  • Commercial real estate lending guidance
Explore Mortgage Options

A Clear, Four-Step Planning Process

We keep your experience structured, transparent, and collaborative from the very first conversation.

1
Discover

We clarify your goals, timelines, family priorities, and current financial picture.

2
Design

We build an integrated plan across investments, insurance, loans, and real estate.

3
Implement

We coordinate account openings, policy changes, and lending solutions for you.

4
Review

We meet regularly to adjust as life, markets, and goals evolve.

Who Wealth Revive Serves

Our approach adapts to where you are today and where you want to go next.

Individuals And Families

From your first savings plan to college funding and retirement, we help you make smart decisions at each financial crossroads.

  • Building emergency and opportunity funds
  • Balancing debt payoff with investing
  • Protecting family income and lifestyle
Business Owners

We align your personal wealth, business finances, and succession plans so they support each other instead of competing.

  • Business banking and lending solutions
  • Retirement plans and benefits for teams
  • Exit, sale, and succession planning
Pre-Retirees And Retirees

Turn decades of saving into dependable income streams while managing taxes, healthcare, and estate considerations.

  • Coordinating Social Security and pensions
  • Protecting against longevity and inflation risk
  • Estate and legacy planning coordination

Ready To Revive Your Financial Strategy?

Schedule a complimentary consultation with a Wealth Revive advisor and receive a clear, actionable plan covering investments, insurance, lending, and real estate.

Book Your Free Session