Financial Advisor for Business Owners on the Upper East Side

As a business owner, your financial life is more complex than most. Your retirement isn’t just about investments — it’s about transitioning out of your company, minimizing taxes, optimizing Social Security and Medicare, and creating a sustainable income plan that supports the lifestyle you’ve built.

At REVUP PRIVATE WEALTH , we specialize in helping high‑net‑worth business owners in New York, NY on the Upper East Side, and surrounding areas - retire with clarity, confidence, and tax‑efficient strategies designed to protect and grow their wealth.

Business owners face unique challenges: irregular income, concentrated equity, tax exposure and tax liabilities, estate planning, succession planning, and the need to convert a business into a reliable retirement income stream.

We bring deep expertise in:

• Retirement planning for entrepreneurs
• Tax‑efficient distribution strategies
• Social Security and Medicare optimization
• Business‑sale and exit‑planning coordination
• Portfolio design for high‑net‑worth families
• Consult on M&A and refer out to various M&A Resources if requested

You get guidance that’s tailored to your life — not generic advice.

A Fiduciary, Client‑First Approach

As a fiduciary, we are legally and ethically obligated to put your interests first. That means:

• No proprietary product pressure
• No hidden agendas
• No sales quotas
• Transparent, advice‑driven planning

Your plan is built around your goals, not corporate incentives.

Powered by Osaic — One of the Largest Independent Wealth‑Management Platforms in the U.S.

REVUP PRIVATE WEALTH is backed by Osaic, a $10B+ national independent wealth‑management platform that provides:

• A unified, modern client experience
• Strong cybersecurity and compliance
• Open‑architecture investment flexibility
• Institutional‑level technology and research
  
• Exceptional advisor support

You get the best of both worlds: big‑firm resources with boutique‑firm attention. Retirement Planning Designed for Business Owners

We help you answer the questions that matter most:

“How do I retire tax‑efficiently after selling my business?”

We design strategies that reduce taxes on distributions, capital gains, and RMDs.

“When should I take Social Security?”

We analyze your income, longevity, and tax brackets to determine the optimal claiming strategy.

“How do I navigate Medicare without overpaying?”

We help you avoid IRMAA penalties and coordinate Medicare with your retirement income plan.

“How do I turn my assets into a reliable retirement paycheck?”

We build a distribution plan that balances growth, income, and tax efficiency.

Serving clients in New York, NY and the Upper East Side With Personalized, High‑Touch Planning.

Located in Manhattan, we work with clients across the Upper East Side — from the East 60s through the East 90s — who value:

• Thoughtful, proactive planning
  
• Clear communication
  
• A long‑term partnership
  
• A modern, streamlined client experience

If you’re a business owner preparing for retirement with a net worth of $3M or more, you deserve a financial partner who understands the complexity of your situation.

Ready to Build a Confident, Tax‑Efficient Retirement?

Whether you’re planning an exit, already sold your business, or simply want a smarter retirement strategy, REVUP PRIVATE WEALTH is here to help.

Schedule a complimentary consultation and let’s build a retirement plan that supports the life you’ve worked so hard to create.