Family Office
REVISOR | Wealth Management Partners
Solon, OH, United States
Type
Family Office
Check size
n/a
Verticals
Generalist
Investment thesis
Revisor Wealth Management Partners is an independent financial advisory firm founded in 2004 and headquartered in Akron, Ohio. The company provides holistic financial planning and wealth management services, offering customized investment advisory solutions to individuals and families. Revisor leverages a technology-driven platform to streamline investing, financial planning, tax, and estate services, aiming to enhance efficiency and client outcomes. The firm is recognized for its modern approach to wealth management and its commitment to innovation in serving both clients and financial advisors.
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