Revolve Wealth Partners is pleased to announce the appointment of Daniel Kimeldorf as Senior Wealth Advisor.
Quarterly Market Commentary – Q3 2020
Market commentary from Revolve Wealth Partners.
Guide to the Markets
Using the most recent edition of J.P. Morgan Asset Management’s Guide to the Markets, Tom will share thoughts on the current economic landscape and outlook for 2019, discuss key drivers and trends taking place in the markets and answer your most pressing questions.
Josh Joffe CFP®, MBA joins the Revolve Wealth Partners team
Revolve Wealth Partners is pleased to announce the appointment of Josh Joffe, CFP®, MBA as Director of Investments. In his new position, Josh will be responsible for the development, maintenance and oversight of the strategic investment program for all clients serviced by the team. As a Certified Financial Planner, Josh will bring his expertise and passion to help Revolve Wealth clients best meet their financial planning goals.