Re-Envision Wealth

We guide affluent Black and Brown households towards building and sustaining wealth in a values-aligned fashion. We show them how to leverage their income to build wealth for themselves and future generations while doing good in the world. Our team takes these trailblazing households from a confused, overwhelmed, and lonely position to an abundant, intentional and clear path towards their wealthy financial future. Our goal is to become the preeminent Black-owned wealth management firm and meaningfully contribute to closing the racial wealth gap. We want to break down systemic barriers between the wealthy, privileged and the rest of us. By opening up access to wealth-building tools and access to world-class financial advice, we aim to end the days of minority households being underserved and ignored. Our firm believes deeply in the power of the dollar, therefore we want to make sure more of the dollars rest with us.