Revere Wealth Management services ultra-high net worth families, corporate executives, small mid sized businesses, pensions, endowments, hedge funds and family foundations Our most important goal is to help you achieve your objectives, providing guidance that helps your wealth do more for you.

COMPREHENSIVE

WEALTH PLANNING

FAMILY GOVERNANCE AND

WEALTH EDUCATION

INVESTMENT MANAGEMENT

ESTATE PLANNING

PORTFOLIO EVALUATION

STOCK OPTION ANALYSIS

PENSION PLAN DESIGN AND MANAGEMENT

EXECUTIVE FINANCIAL SERVICES

CASH MANAGEMENT AND LENDING PRODUCTS

OPEN ARTICHTECTURE PLATFORM

REVERE PRIVATE

WEALTH MANAGEMENT

Revere Wealth Management Group serves :

• Ultra-high net worth individuals and families

• Corporate executives

• Small to mid sized businesses

• Pensions

• Endowments

• Foundations

• Hedge Funds

• Venture Capital Funds

Our most important goal is to help you achieve your financial objectives, and providing guidance that helps your wealth do more for you.

Managing wealth involves far more than managing an investment portfolio. It begins with developing a holistic, comprehensive understanding of who you are and the financial forces at work in your life. It means helping you understand and respond effectively to these forces. And, of course, it means helping you invest your assets in a way that reflects the realities of your life and the uniqueness of your long term goals.

Revere Wealth Management is committed to building a relationship of trust in which we can work closely with you to help you define your objectives, explore alternatives, and choose the financial and investment strategies that are most appropriate for you.

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As our relationship evolves, we hope you will come to regard us as a valued resource whereby :

• We put your interests first – this is the foundation of everything we do

• We are professionals who can help you make more informed decisions on any financial matter

• We providing you with the financial knowledge and advice to achieve lifetime financial goal during your working years and into retirement

We look forward to getting to know you and understanding your goals, so we can provide guidance on the best and optimal financial decisions for your, your family’s, your businesses’, foundations’ and institutions’ futures and well beings.

INVESTMENT BANKING

Revere Securities focuses on servicing the needs of domestic and international small-cap, mid-cap, and emerging companies.

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Our professionals each have decades of experience navigating challenging domestic and global strategic and financial situations for our clients across their lifecycle – from early-stage to growth stage to recapitalizations or shareholders’ exits.

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By offering comprehensive and clear investment banking advisory services that our clients can actually act upon, we help our clients create value through M&A, capital raising, financial restructuring and optimal capital structure advisory.

STRATEGIC ADVICE

MERGERS & ACQUISITIONS

DIVESTITURES

RECAPITALIZATIONS

PRIVATIZATIONS

DEFENSIVE STRATEGIES

JOINT VENTURES

RESTRUCTURINGS

BANKRUPTCY

CAPITAL RAISING

INITIAL PUBLIC OFFERING

SECONDAY / Follow-On Offerings

 DIRECT LISTINGS

CONVERTABLE NOTES OFFERINGS

DEBT OFFERINGS

UP-LISTINGS

PRIVATE PLACEMENTS

ACQUISITION FINANCINGS

REVERSE MERGERs INTO PUBLIC SHELLS

CAPITAL MARKETS SOLUTIONS

SECTORS of EXPERTISE

TECHNOLOGY, MEDIA & TELECOM

FOOD, BEVERAGE, CONSUMER & RETAIL

SERVICES

INDUSTRIAL & INFRASTRUCTURE

HEALTHCARE & BIOTECH

ENERGY, POWER, ALTERNATIVES & RENEWABLES

OFFICE LOCATION

NEW YORK, NY OFFICE

650 5TH AVE. - 35TH FL

NEW YORK, NY 10019

Tel:  (212) 688-2350 

BOCA RATON, FL OFFICE

1900 NW Corporate Blvd. - w105

BOCA RATON, FL 33431

Tel:  (561) 994-6229

BOSTON, MA OFFICE

160 STATE ST. -7FL

BOSTON, MA 02109

Tel:  (857) 453-4432

MIDDLETOWN, OH OFFICE

1709 South Breiel Blvd.

MIDDLETOWN, OH 45044

Tel:  (513) 413-6263

For any general inquiries, please fill in the following contact form:

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