REVUP Private Wealth is an independent fiduciary financial advisory firm serving clients in and around New York City’s Upper East Side and Jericho, Long Island. Led by financial advisor Michael Grand, the firm provides personalized guidance shaped around clients’ goals, circumstances, and risk tolerance. It serves a diverse range of clients, including LGBTQ+ investors, non-traditional households, U.S.-based expatriates and dual citizens, professionals, entrepreneurs, retirees, and retirement plan sponsors.

Its services include holistic financial planning, investment management, retirement and income planning, tax strategies, estate planning, insurance planning, and business planning for entrepreneurs seeking capital or preparing to sell. The firm also offers guidance on divorce-related financial planning, Roth conversions, and retirement plan decisions. REVUP emphasizes transparent, objective advice, discloses potential conflicts, and does not use proprietary products or performance quotas, according to its website.

Its planning process centers on collaboration, analysis, and ongoing optimization as clients’ lives change. Prospective clients can schedule a complimentary introductory phone or Zoom meeting to discuss their financial goals and explore whether the firm’s services are a fit.