Business Details
9 Years
experience
Your Trusted Financial Partner for Wealth Management
Revolve Wealth Partners was founded in 2017 by Dan Katz and Michael Israel, CFP professionals with decades of combined experience in wealth management. Our firm builds upon a legacy dating back to the 1970s through Kenneth Katz's foundational work in fixed income investments. We specialize in creating personalized wealth strategies for affluent individuals, families, and businesses through a concierge-style approach that coordinates with clients' existing professional networks. Our services integrate advanced portfolio management with comprehensive financial planning, utilizing both institutional-grade investment platforms and customized solutions.With offices in Hackensack, New Jersey and New York City, we oversee assets for over 300 families while maintaining a strong commitment to technological innovation and client service excellence. Our team takes pride in evolving with clients' needs across multiple generations, ensuring alignment with both current objectives and long-term aspirations.
Services
Wealth Planning
Portfolio Management
Wealth Protection
Debt Management
Legacy Planning
Employee Benefits
Financial Coordination
Details
- Year established: 2017
Highlights and features
- We offer personalized wealth strategies tailored to individual life stages and goals
- Our team combines multi-generational experience with modern investment technology
- We coordinate with clients' existing professional networks for comprehensive planning
- We provide access to institutional-grade investment platforms through Schwab partnerships
- Our concierge approach addresses all aspects of clients' financial ecosystems
Services
Wealth Planning
Our comprehensive wealth planning process begins with understanding your unique financial situation and long-term goals. We analyze your current assets, income streams, and future aspirations to create customized strategies that address both immediate needs and multi-generational objectives. Through ongoing collaboration and regular portfolio reviews, we help clients navigate complex financial decisions while maintaining alignment with their personal values and life plans.
Portfolio Management
We craft personalized investment portfolios using a combination of institutional-grade platforms and proprietary strategies. Our approach combines modern portfolio theory with practical implementation, focusing on asset allocation, risk management, and tax-efficient investing. By leveraging both active and passive investment vehicles, we create diversified portfolios tailored to each client's risk tolerance, time horizon, and financial objectives while maintaining flexibility for changing market conditions.
Legacy Planning
Our legacy planning services help clients preserve and transfer wealth across generations. We work closely with legal and tax professionals to develop comprehensive estate plans that minimize tax liabilities while ensuring clients' wishes are fulfilled. Through strategic gifting, trust creation, and beneficiary designations, we help families establish enduring financial legacies while addressing current wealth protection needs and future generational transitions.
Debt Management
We analyze clients' existing debt structures to identify opportunities for improvement. Our approach focuses on optimizing loan terms, interest rates, and repayment strategies to enhance overall financial efficiency. By coordinating with preferred lending partners, we help clients restructure debt in ways that align with their broader wealth management goals while maintaining appropriate liquidity and financial flexibility for changing circumstances.
Employee Benefits
We provide specialized guidance on maximizing employee benefits and executive compensation packages. Our services include analysis of stock options, retirement plans, and insurance benefits to optimize tax advantages and long-term value. For business owners, we help design benefit structures that attract and retain talent while aligning with corporate financial objectives and succession planning goals.
People
Dan Katz
Co-Founder
Dan Katz co-founded Revolve Wealth Partners in 2017 after 15 years at Oppenheimer & Co. He brings three generations of investment industry experience, combining traditional wisdom with modern financial strategies to serve affluent families and business owners.
Michael Israel
Co-Founder
Michael Israel co-founded Revolve Wealth Partners with Dan Katz in 2017. As a Certified Financial Planner, he focuses on creating personalized wealth strategies that integrate advanced portfolio management with comprehensive financial planning for high-net-worth clients.
Questions
What services does Revolve Wealth Partners offer?
We provide wealth planning, portfolio management, legacy planning, debt optimization, and employee benefits analysis for affluent individuals and businesses.
How does Revolve approach financial planning?
Our process starts with understanding your unique goals, then creates customized strategies that coordinate with your existing advisors while leveraging institutional investment platforms.
What makes Revolve different from other firms?
We combine multi-generational experience with modern technology, offering a concierge approach that coordinates all aspects of clients' financial lives through personalized service.
How are portfolios managed at Revolve?
We create diversified portfolios using both active and passive strategies, with ongoing monitoring and rebalancing through Schwab's institutional platforms and proprietary solutions.
What client types do you work with?
We specialize in serving affluent individuals, families, trusts, and business owners across various wealth stages from accumulation to legacy planning.
