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  • Identity
  • Distinction
  • People
  • Offerings
    • Services
    • Client
    • Process
    • Revolve Portfolio Manager
  • Insights
  • Partners
  • Contact Us

Client Login

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Click here for planning tools, account aggregation and document vault.


Dashboard Login
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Click here to access your Revolve Wealth Partners investment reporting.


Reporting Login
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Click here for official account documents and to make administrative updates.


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Office Locations

411 Hackensack Avenue
Suite 1005
Hackensack, NJ 07601

79 Madison Avenue
Entrance at 27 East 28th Street
(b/w Madison & Park Ave)
New York, NY 10016

All correspondence via mail or courier should be sent to the Hackensack office. Office visits are by appointment only. Call 201.373.2163 to schedule.

  • 201.373.2163
  • 866.496.4943
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You are now leaving the website of Revolve Wealth Partners (“Advisor”) and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Advisor. Advisor is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Advisor’s website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

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Click here for planning tools, account aggregation and document vault.

Dashboard Login

Click here to access your Revolve Wealth Partners investment reporting.

Reporting Login

Click here for official account documents and to make administrative updates.

Charles Schwab Login