Financial Advisor on the Upper East Side

Living on the Upper East Side means having access to the best of what New York has to offer. At REVUP Private Wealth, we believe your financial planning experience should reflect the same level of excellence you expect in every aspect of your life.

As a dedicated CFP Upper East Side firm, we understand the unique financial landscape of this vibrant Manhattan neighborhood. Our team provides tailored wealth management services that address the specific needs and aspirations of Upper East Side residents. 

Our commitment as a CFP on the Upper East Side New York, NY practice goes beyond traditional financial planning. We specialize in serving:

• Non-Traditional Households and LGBTQ+ Investors
• US-Based Expats and Dual Citizens
• Professionals, including Attorneys, Doctors, and Executives
• Entrepreneurs and Technologists
• Retirees and Retirement Plan Sponsors

Our experienced team offers a wide range of financial planning and investment management services all aimed at helping you navigate every financial milestone in your life:

Financial planning isn't just about the numbers, but understanding your life journey. Our approach begins with a thoughtful conversation about your current situation, your dreams for the future, and the legacy you hope to leave behind.

As your dedicated UES NYC Financial Advisor, we'll work with you to develop a clear roadmap that can help you navigate toward your financial goals while addressing the inevitable challenges and opportunities along the way.

What sets REVUP apart from other financial advisors on the Upper East Side?

Our personalized approach, fiduciary commitment, and deep understanding of the specific needs of Upper East Side residents make us uniquely qualified to serve as your financial partner.

Do you have a minimum investment requirement?

We believe quality financial guidance should be accessible. Contact us to discuss your specific situation and how we can best serve your needs.

How often will I meet with my New York NY UES Financial Advisor?

We tailor our meeting schedule to your preferences and needs. Many clients meet with us quarterly, while others prefer semi-annual or annual reviews.