REVISOR | Wealth Management Partners

www.revisorpartners.com

We believe that the best way for the public to get sound financial advice is through human-to-human interaction with a qualified financial advisor. We also believe that advisory firms should have better solutions to their problems, firm operations should be easier and our practices should be more profitable with better results for our clients. Welcome to a new era for advisors! Our mission is to liberate financial advisors from the controlling power of custodians, broker-dealers, and software vendors in a peaceful manner while creating an environment of transparency for both advisors and investors. We’ve established an innovative, proven, transparent, and streamlined process that takes over this role to position our partners for success in offering/continuing to offer this valued service. Most CPA firms, RIAs, Hybrid Advisors, and Brokerage General Agencies provide comprehensive investment management services to their client base. Most handle the entire process "in-house", which can be very frustrating, time-consuming, and costly! At REVISOR | Wealth Management Partners (RWMP), we understand these issues from an insider’s perspective and have developed a turn-key solution for our partners. Our model is a win-win for all parties involved. Firms are now able to focus on the growth of their practices by outsourcing the majority of the legwork when providing investment management services at an equal or lesser cost than handling in-house. Clients then receive a higher level of service and world-class investment experience.

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We believe that the best way for the public to get sound financial advice is through human-to-human interaction with a qualified financial advisor. We also believe that advisory firms should have better solutions to their problems, firm operations should be easier and our practices should be more profitable with better results for our clients. Welcome to a new era for advisors! Our mission is to liberate financial advisors from the controlling power of custodians, broker-dealers, and software vendors in a peaceful manner while creating an environment of transparency for both advisors and investors. We’ve established an innovative, proven, transparent, and streamlined process that takes over this role to position our partners for success in offering/continuing to offer this valued service. Most CPA firms, RIAs, Hybrid Advisors, and Brokerage General Agencies provide comprehensive investment management services to their client base. Most handle the entire process "in-house", which can be very frustrating, time-consuming, and costly! At REVISOR | Wealth Management Partners (RWMP), we understand these issues from an insider’s perspective and have developed a turn-key solution for our partners. Our model is a win-win for all parties involved. Firms are now able to focus on the growth of their practices by outsourcing the majority of the legwork when providing investment management services at an equal or lesser cost than handling in-house. Clients then receive a higher level of service and world-class investment experience.

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Country

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State

Ohio

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City (Headquarters)

Cleveland

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Employees

1-10

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Founded

2015

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Potential Decision Makers

  • New Client Coordinator

    Email ****** @****.com
    Phone (***) ****-****
  • Investment Analyst

    Email ****** @****.com
    Phone (***) ****-****

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