Trusted by 12,000+ Americans since 2020

Build Generational Wealth With Confidence.

Wealth Revenue Group engineers personalized wealth strategies, loans, and protection plans — blending human insight with financial intelligence to secure your family's future, coast to coast.

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Total Portfolio
Available Balance
$847,290.55
+18.4% YTD Last 30 days
Investment Growth
+$24,180
+12.8% this quarter
Risk Score
Low · 7.2
Wealth Revenue Group financial advisors planning wealth strategy
5 Years of Trusted Wealth Building
About Wealth Revenue Group

Where Wealth Meets Well-Being.

Founded in 2020 in the heart of Honolulu, Wealth Revenue Group was born from a simple belief — financial health is the foundation of a thriving life. We blend disciplined wealth strategy with a deeply human approach, helping families and entrepreneurs across the USA grow, protect, and transfer prosperity with intention.

Our team of certified advisors, analysts, and planners manage over $480M in client assets, combining institutional-grade tools with boutique personal service — no jargon, no pressure, just clarity.

  • Fiduciary-First ApproachLegally bound to act in your best interest, always.
  • Nationwide CoverageServing clients across all 50 U.S. states remotely & in person.
  • Bank-Grade Security256-bit encryption, SOC 2 audits, segregated custodial accounts.
Our Compass

Vision, Mission, Values

The principles that guide every financial decision we make on your behalf.

Our Vision

To become America's most trusted partner in financial well-being — empowering one million households to achieve lasting wealth and peace of mind by 2035.

Our Mission

To design transparent, personalized, and resilient financial strategies — combining human wisdom with modern tools — that protect and grow wealth across generations.

Our Values

Integrity over profit. Clarity over complexity. Long-term stewardship over short-term wins. We measure success by the families we lift, not the fees we collect.

Why Choose Us

Engineered for Your Financial Peace.

Every detail of our service is designed to maximize returns, minimize friction, and build unshakeable trust.

Bank-Grade Security

SOC 2 audited infrastructure with 256-bit AES encryption, multi-factor authentication, and segregated custodial accounts at tier-1 U.S. banks.

Dedicated Wealth Advisor

One senior advisor, one relationship. Direct phone, email, and video access — never passed between reps or call centers.

Tax-Optimized Returns

Strategies engineered with CPAs to harvest losses, defer gains, and structure income efficiently — keeping more of what you earn.

Real-Time Dashboard

iOS & Android app with live portfolio tracking, net-worth snapshots, document vault, and instant advisor messaging.

Fiduciary Standard

Legally bound to act in your best interest — not ours. No hidden commissions, no kickbacks, no conflicts of interest. Ever.

Holistic Planning

Investments, loans, taxes, insurance, estate — unified in one living plan that adapts as your life, goals, and markets evolve.

Our Process

A Four-Step Path to Wealth.

From first hello to lifelong partnership — clarity, transparency, and momentum at every milestone.

1

Discovery Call

A complimentary 45-minute consultation to understand your goals, finances, family, and timeline — no obligations.

2

Custom Strategy

Within 7 days we deliver a written, personalized wealth blueprint with investment, loan, tax & protection roadmap.

3

Seamless Onboarding

Paperless KYC, account funding, and advisor pairing — typically completed in under 48 hours, fully digital.

4

Ongoing Stewardship

Quarterly reviews, annual rebalancing, and proactive alerts — your plan evolves as markets and life change.

Our Services

Comprehensive Financial Solutions.

Six specialized practice areas, one unified plan — engineered for every season of your financial life.

💵

Personal Loan

Fast, transparent personal lending from $5K–$100K with fixed rates starting at 7.99% APR. No prepayment penalties, funding in 48 hours.

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💳

Credit Loan

Revolving credit facilities and consolidation loans designed to optimize your FICO score, lower interest burden, and free cash flow.

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🏠

Mortgage Loan

Conventional, FHA, jumbo & refinance solutions with rates locked in 24 hours. Pre-approval letters honored by every major U.S. lender.

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📈

Wealth & Investment Planning

Diversified portfolios across equities, ETFs, bonds, alternatives, and private placements — actively managed with tax-loss harvesting.

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🧾

Tax Advisory

Year-round tax strategy with licensed CPAs — entity structuring, Roth conversions, estate freezes, and proactive deduction planning.

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🛡️

Insurance Service

Term & whole life, long-term care, disability income, and umbrella liability — underwritten by A++ rated U.S. carriers.

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Pricing Packages

Transparent Fee Structures.

No hidden charges, no commissions, no surprises — choose the plan that fits your wealth stage.

Starter

For professionals beginning their wealth journey.

$49/month
  • Dedicated advisor
  • Quarterly portfolio review
  • Mobile dashboard access
  • Basic tax planning
  • Email support
Choose Starter
MOST POPULAR

Wealth Builder

For families building multi-asset portfolios.

$149/month
  • Senior wealth advisor
  • Monthly strategy sessions
  • Tax-loss harvesting
  • Estate planning starter
  • Insurance review
  • Priority phone & video
Choose Wealth Builder

Private Client

For high-net-worth & business owners.

$399/month
  • Dedicated CFP® & CPA
  • Unlimited consultations
  • Private market access
  • Full estate & trust planning
  • Concierge service 24/7
  • Family office coordination
Choose Private Client
Book Consultation

Schedule Your Free Wealth Strategy Session.

Take the first step toward a structured, secure, and growing financial future. A senior advisor will reach out within one business day.

  • 45-minute no-obligation discovery call
  • 100% confidential & secure
  • Receive a written wealth blueprint
  • Zero pressure, zero fees to start
Client Testimonials

Trusted by Families Across America.

Real stories from real clients — the reason we wake up every morning.

"Wealth Revenue Group restructured our entire portfolio and saved us $18,400 in taxes last year alone. Their advisor picks up the phone — every time. Game changer."

James WhitmanAustin, Texas

"As a small business owner, I was overwhelmed by retirement planning. The team built me a SEP-IRA + solo 401(k) strategy that lets me put away $66K a year. Brilliant."

Maria GonzalezMiami, Florida

"We refinanced our mortgage through them — rate dropped from 6.8% to 4.9%, saving $612/month. The whole process was digital and stress-free. Highly recommend."

David KimSeattle, Washington

"After my husband passed, I needed someone I could trust. Their estate planner walked me through trusts, beneficiaries, and life insurance claims with patience."

Linda PattersonColumbus, Ohio

"I've used three wealth managers in ten years. Wealth Revenue Group is the first one that explains things in plain English and actually returns calls same day. 10/10."

Robert ChenSan Francisco, California

"From a $30K personal loan to consolidate credit cards to a 529 plan for my daughter — they handle everything. One call, one advisor, total clarity."

Ashley BrooksDenver, Colorado
Frequently Asked

Your Questions, Answered.

Everything you need to know before partnering with Wealth Revenue Group.

Are you a fiduciary financial advisor?
Yes. Wealth Revenue Group operates under a fiduciary standard — meaning we are legally and ethically bound to act in your best interest at all times. We do not earn commissions on product sales, and our fees are fully disclosed in writing.
What is the minimum to start working with you?
Our Starter plan begins at just $49/month with no minimum portfolio size. For the Wealth Builder and Private Client tiers, we recommend investable assets of $250K and $2M respectively — but every situation is evaluated case by case.
Which states do you serve?
We are licensed to serve clients in all 50 U.S. states and territories. Consultations are offered virtually via Zoom, phone, or in person at our Honolulu, Hawaii office by appointment.
How are your fees structured?
We operate on a transparent subscription model ($49–$399/month) for advisory services, plus a clearly disclosed AUM fee of 0.5%–0.95% annually on managed portfolios. No commissions, no kickbacks, no hidden charges.
Is my money safe with Wealth Revenue Group?
Absolutely. Your assets are held by independent, SEC-registered custodians (such as Charles Schwab and Fidelity Institutional). We never take custody of your funds — we only manage them with your written authorization.
Can you help with personal or mortgage loans?
Yes. We offer personal loans ($5K–$100K), credit consolidation loans, and mortgage solutions including conventional, FHA, jumbo, and refinancing. Pre-approval letters are typically issued within 24 hours of completed documentation.
Do you provide tax and estate planning?
Yes. Our team includes licensed CPAs and estate attorneys who coordinate year-round tax strategy, entity structuring, trust formation, beneficiary updates, and intergenerational wealth transfer planning.
How often will I hear from my advisor?
Minimum quarterly reviews for all clients, monthly strategy sessions for Wealth Builder, and unlimited consultations for Private Client. You can also reach out anytime via the mobile app, email, or direct phone line.
What happens if I want to leave?
There are no long-term contracts or termination fees. You can cancel anytime with 30 days' notice, and we will assist in transferring your accounts to any other custodian or advisor of your choice at no cost.
How do I get started?
Simply fill out the booking form above, call us at (808) 206-8202, or email info@wealthrevenuegroup.com. A senior advisor will reach out within one business day to schedule your free 45-minute consultation.
Get In Touch

Let's Build Your Wealth Together.

Whether you're planning for retirement, securing a loan, or restructuring your portfolio — our team is ready to help. Reach out, and a senior advisor will respond within one business day.