Revant Wealth is a boutique financial planning and wealth management firm based in Irvine, California. It serves professionals, executives, business owners, plan sponsors, and multigenerational families seeking coordinated guidance as their financial needs grow more complex. The firm brings tax, investment, retirement, insurance, estate, and business considerations together in a comprehensive plan, with ongoing attention from a consistent team.

Its services include private wealth management for individuals and families, fiduciary retirement plan consulting for employers, planning for business owners, and Revant Vantage, a private engagement for ultra-high-net-worth households. Business-owner support includes exit and succession planning, while retirement plan consulting covers plan design, governance, investment advisory, employee education, and oversight.

Revant’s DreamPath method is organized around four stages: Dream, Plan, Do, and Pulse. The process begins with a conversation about clients’ goals, then develops and supports a strategy over time. The firm describes its approach as fiduciary and relationship-focused, emphasizing disciplined planning and coordination across a client’s financial life.