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Private Wealth Management for Diverse Financial Needs

Private Wealth Management for Diverse Financial Needs

At REVUP Private Wealth, we are dedicated to serving the unique financial planning needs of Non-Traditional Households, LGBTQ+ Investors, US-Based Expats, Dual Citizens, as well as professionals like Attorneys, Doctors, Entrepreneurs, Executives, Technologists, Retirees, and Retirement Plan Sponsors.

Our platform offers holistic financial advisory services, retirement planning, tax planning strategies, estate planning strategies, personalized investment management, private investment opportunities, and business planning strategies for entrepreneurs to source capital or execute a sale.

We are committed to developing personalized financial strategies that align with your unique life goals and aspirations.

Michael Grand, CFP®, CIMA®, CAIA®  

FINANCIAL ADVISOR, CERTIFIED FINANCIAL PLANNER®, CERTIFIED INVESTMENT MANAGEMENT ANALYST®,  Chartered Alternative Investment Analyst.

What Sets REVUP Private Wealth Apart?

At REVUP Private Wealth, we distinguish ourselves by leveraging extensive institutional asset management experience to deliver objective, transparent financial advice tailored for motivated individuals. Our approach as an Independent Fiduciary Financial Planner focuses on personalized investment management and strategic tax planning that aligns with your aspirations.

•  Mitigating biases and disclosing conflicts of interest to clients.

• No Proprietary Products | Aligning your individual goals and investment preferences with our recommendations.

• No Key performance indicators (KPIs) | Focusing on your best interests instead of achieving metrics.

Our unique, comprehensive approach saves our clients time as we plan and guide them to make more tax efficient long-term financial planning decisions resulting in the peace of mind they can count on. 

Serving clients based in and around New York City - Upper East Side New York, NY and Long Island Jericho, NY, backed by Strong Partners.


Vision Statement

Our vision is to be the leading independent private wealth management financial advisory firm empowering Non-Traditional Households, LGBTQ+ Investors, Expats, Attorneys, Doctors, Entrepreneurs, Executives, Technologists, Retirees and Retirement Plan Sponsors with customized financial solutions and unwavering fiduciary support for a confident and successful financial journey, serving clients based in and around the areas of Jericho, NY (Nassau County) and the Upper East Side New York, NY (Manhattan|New York).

Mission Statement

Our mission is to challenge the status quo of financial planning by providing personalized, independent fiduciary advice that aligns with each client's unique goals and needs. We guide clients through every phase of life with expertise and commitment.


Who We Serve

Retirement Plan Sponsors

Retirement Plan Sponsors

Professionals: Expats, Attorneys, Doctors, Entrepreneurs, Executives, and Technologists

Professionals: Expats, Attorneys, Doctors, Entrepreneurs, Executives, and Technologists

Non-Traditional Households and LGBTQ+ Investors

Non-Traditional Households and LGBTQ+ Investors

Retirees

Retirees

Our Three Step Financial Planning Process

STEP

1

Collaborate

The more we know about you, your finances, and your goals, the better we can help. 

STEP

2

Analyze

Our Financial Advisor will provide an amazing experience and a personalized financial planning strategy that works with your lifestyle or business.

STEP

3

Optimize

Life is always changing, and so are you. Our Financial Advisor will be by your side through every twist and turn.

Scheduling your introductory meeting

At REVUP Private Wealth, we recognize that not everyone’s financial situation looks the same. That’s why we offer a complimentary introductory zoom meeting or phone appointment with our financial advisor, to see how we can help you meet your financial planning goals. This is all you need to get started.

Michael Grand, CFP®, CIMA®, CAIA®  

Financial Advisor, CERTIFIED FINANCIAL PLANNER®, CERTIFIED INVESTMENT MANAGEMENT ANALYST®,  Chartered Alternative Investment Analyst.

Make an Appointment

Your Money. Our Know-How.

When was the last time you sat down and had an eye-opening conversation about your money, life, and goals in a judgement-free environment? If it’s been a while, or you are interested in getting a second opinion, take action and schedule your introductory meeting with us. 

Whether you are new to investing, an experienced investor or if you are interested in Realizing Exceptional Value with Unique Financial Planning, hiring a CERTIFIED FINANCIAL PLANNER®, who can guide you regarding the less known nuances within financial planning can help you avoid making a costly financial decision.

A large majority of adults feel anxious when thinking about their personal finances and financial planning. If you feel the same, you are not alone.

Start your financial journey today.

At REVUP Private Wealth, your well-being and that of your family are our top priorities. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success as a Financial Advisor and CERTIFIED FINANCIAL PLANNER® .

Financial Planning

Goal-setting, cash flow, and risk management

Tax Planning and Estate Planning Strategies

Plan for every phase of life

Investments and Insurance 

Keep your money working for you

Retirement Planning

Make a plan and keep it on track

Take Charge of Your 401(k)

Keep up with your financial planning needs while avoiding common (and expensive) rollover mistakes. We put together this guide help you avoid these critical mistakes and potentially save you thousands in taxes, penalities and fees.

 

Let’s talk.

We’d love to learn more about you and your financial planning goals. Our form is the best way to schedule a complimentary introductory call with a financial advisor.

Serving clients based in and around the areas of Jericho, NY (Nassau County) and Upper East Side New York, NY (Manhattan|New York).

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Are You Making the Most of Your 401(k)?

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