We hope you were able to attend our Q4 Market Update Webinar! If not, you can watch the replay using this link: https://lnkd.in/ewaN3yAG
Revolve Wealth Partners
投资管理
Hackensack，New Jersey 1,582 位关注者
Real Financial Success Requires a Broader, Deeper & More Connected Approach
关于我们
Real Financial Success Requires a Broader, Deeper & More Connected Approach
Revolve Wealth Partners is a nationally recognized firm based out of New York and New Jersey, serving families and businesses across the United States. Revolve is not a typical financial services firm. We take an integrated broad and deep approach to strive for successful outcomes for our clients. We accomplish this through our team’s intellectual capital and strong, caring & collaborative culture combined with our cutting-edge technology and advanced planning tools.
- 网站
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https://revolvewealth.com
Revolve Wealth Partners的外部链接
- 所属行业
- 投资管理
- 规模
- 11-50 人
- 总部
- Hackensack，New Jersey
- 类型
- 私人持股
- 创立
- 2017
- 领域
- Wealth Planning & Coordination、Portfolio Management、Wealth Protection、Debt Management和Employee Benefits
地点
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主要
获取路线
411 Hackensack Avenue
Suite 1005
US，New Jersey，Hackensack，07601
Revolve Wealth Partners员工
动态
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Please join us Monday January 27th from 11am-12pm EST for our Q4 2024 Market Update. Click here to register: https://lnkd.in/gTcQJF9E
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Please join us Monday January 27th from 11am-12pm EST for our Q4 2024 Market Update. Click here to register: https://lnkd.in/gTcQJF9E
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With Giving Tuesday here and the December 31st charitable giving deadline fast approaching, we wanted to share a reminder that charitable contributions can be financially advantageous, especially when well-planned. Here are some general strategies that you can employ: ? Gift Appreciated Assets - Donating long-term appreciated assets like stocks directly can increase your donation's value by avoiding capital gains tax. ? Donor-Advised Funds (DAFs) - Establishing a DAF allows for immediate tax deductions while supporting your favorite charities over time. ? Early Contributions - Maximize tax benefits by making substantial donations during high-income years. ? Qualified Charitable Distributions (QCDs) - If you’re 70? or older, donate up to $105,000 tax-free from your IRA to a qualifying charity. For tailored advice based on your unique financial goals, reach out to us today. We are here to help you make the most of your generosity.
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We are thrilled to share that we have been named one of the top 50 firms on etf.com's Top 50 RIA List! https://lnkd.in/gBRjH_6B This recognition is a testament to your continued support. Thank you all for being an integral part of our journey.
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We hope you were able to attend our Q3 Market Update Webinar! If not, you can watch the replay here: https://lnkd.in/eYwn8cNn
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Please join us Wednesday October 23rd from 10-11am EST for our Q3 Market Update.?Click the link below to register: https://lnkd.in/dFn4CUfH
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Thank you to everyone who attended our navigating Employee Benefits open enrollment webinar. If you were unable to attend, please use this link to watch the replay: https://lnkd.in/euczXT-p
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