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Investment Management

Successful investment management begins with your decision to work closely with an investment professional who will help you achieve your financial goals. As an independent boutique, Revival Wealth offers you a tremendous amount of unbiased access to the market place. This gives us a broad selection of diverse investment choices tailored for your goal-based or comprehensive needs.  It is important for us to invest time to learn about your objectives, time horizon, and risk tolerances before offering recommendations tailored to your individual circumstances and financial needs.

Our role is truly consultative with a focus on guiding clients through the transition and maintenance of a prudent and well-designed investment program. We believe that strategic consulting and execution of a well-formulated investment plan are essential elements in maximizing value for you. We are on your side and recommend additional services only when they are in your best interests.

"The most difficult thing is the decision to act, the rest is merely tenacity."

                                                       --   Amelia Earhart, American aviator

Resources

Inflation and the Real Rate of Return

Inflation and the Real Rate of Return
Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.
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Emotional vs. Strategic Decisions

Emotional vs. Strategic Decisions
Information vs. instinct. Are your choices based on evidence of emotion?
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The Real Cost of a Vacation Home

The Real Cost of a Vacation Home
What if instead of buying that vacation home, you invested the money?
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For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

mdaniels@revivalwealth.com  |  704-644-3540

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