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Welcome to the REVUP Private Wealth Financial Advisor Blog focused on the unique financial planning needs of:

  • Non-Traditional Households
  • LGBTQ+ Investors
  • Expats
  • Attorneys
  • Doctors
  • Entrepreneurs
  • Executives
  • Technologists
  • Retirees and Retirement Plan Sponsors

Leveraging institutional asset management experience and expertise to help motivated individuals who seek an objective, transparent financial advisor, personalized investment management, and tax planning strategy with a relatable independent fiduciary financial planner serving clients based in and around the areas of Jericho, NY (Nassau County) and the Upper East Side of New York (Manhattan | New York).

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

Our vision is to be the leading independent financial advisory firm, and 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.


Thursday, October 23, 2025

https://www.businesswire.com/news/home/20251023518246/en/REVUP-Private-Wealth-Chooses-New-York-Financial-Partners-Osaic

Monday, March 3, 2025

Learn how Home Office Deductions can help reduce your taxes. For Small Business Owners and potentially for individual employees.

Friday, February 28, 2025

Learn how IRA Contributions can help reduce your taxable income before your file your tax return.

Monday, September 16, 2024

What is a Backdoor Roth IRA Conversion? A backdoor Roth conversion can make a lot of sense for high-earning individuals and households seeking to access tax-advantaged funds in retirement. However, tax implications can be tricky.

Wednesday, June 26, 2024

Financial Independence is a top priority and concern for Women. Below is some important information for you to consider. Despite progress toward financial planning and saving, women often face challenges regarding their financial...