Revel Wealth Partners

EST. AUM
$0

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Firm Details

Metro area Phoenix
CRD Number 342660
Website revelwealthpartners.com
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Overview

Revel Wealth Partners is an independent, fiduciary, fee-only wealth planning firm serving individuals and families. The firm provides comprehensive financial planning, investment planning, tax planning, and legacy and estate planning through a personalized advisory approach. Founded by Lauren Frist, CFP® and Marc Hugo, CFA, CAIA, CFP®, the firm emphasizes aligning financial resources with each client's long-term goals and values.

Platform Details

See in Dakota

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See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Revel Wealth Partners

Platform Details

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