Revel Private Wealth

Directions Website Contact the business

Revel Private Wealth Boutique wealth management rooted in Whole Health Wealth™ for women in transition, high-net-worth families, business owners, and executives.

Revel Private Wealth was created for individuals and families seeking a more intentional approach to wealth management. Our Whole Health Wealth™ philosophy integrates financial planning, investment management, and wealth strategy with the values, responsibilities, and aspirations that shape your life. We serve women in transition, high-net-worth individuals and families, business owners, and executives throughout Orange County and beyond. As a boutique firm, we work with a select group of clients to provide personalized planning, proactive guidance, and concierge-level service designed to simplify complexity and support thoughtful financial decision-making across generations. Built on the principles of Wellness, Strategy, and Stewardship, our goal is to help clients align their financial lives with what matters most. Megan Stirrat and Tenley Hardt are Wealth Management Advisors with, and securities and advisory services are offered through, LPL Financial, a registered investment advisor. Member FINRA & SIPC. www.finra.org, www.sipc.org. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

No one hands you a playbook for divorce.That's why we created From Separation to Strength, a free 12-month email series ...
10/15/2026

No one hands you a playbook for divorce.

That's why we created From Separation to Strength, a free 12-month email series that explores many of the questions people face during this transition.

Thoughtful insights. Practical considerations. One email a month.

💛 Because moving forward doesn't have to happen all at once.

Sign up here:
https://forms.office.com/r/DPyuVEQnnV

✨ Tomorrow evening ✨One of the most valuable things you can bring to a divorce isn't a strategy.It's information.Join us...
10/13/2026

✨ Tomorrow evening ✨

One of the most valuable things you can bring to a divorce isn't a strategy.

It's information.

Join us for Second Saturday, a complimentary workshop exploring the financial, legal, and emotional considerations that often arise during divorce.

📅 October 14 | 6:30 PM PT
🎟️ No cost to attend
🔗 Registration is still open:
https://www.revelprivatewealth.com/revel-calendar

Know someone who could use this resource? Share this post with them. 💛

October is Financial Planning Month.Most people think financial planning starts with numbers.We think it starts with que...
10/12/2026

October is Financial Planning Month.

Most people think financial planning starts with numbers.

We think it starts with questions.

What matters most to you? What are you building? What do you want the next chapter to look like?

A good plan connects your finances to the life you're creating.

✨ Consider this your reminder to carve out time for a financial check-in before the year comes to a close.

Divorce comes with a lot of decisions.Some happen quickly. Others take time.Second Saturday is an opportunity to learn a...
10/08/2026

Divorce comes with a lot of decisions.

Some happen quickly. Others take time.

Second Saturday is an opportunity to learn about the financial, legal, and emotional aspects of divorce in a supportive, educational setting.

📅 October 14 | 6:30 PM PT
🎟️ Complimentary to attend
🔗 Reserve your spot: https://www.revelprivatewealth.com/revel-calendar

Open to anyone navigating divorce or considering their next steps.

10/07/2026

What starts to shift when you look at your life as a whole?

At Revel, we view wealth as more than a collection of assets. It reflects your priorities, supports your legacy, and evolves with you through different stages of life.

Planning for what’s next, navigating change, and creating steadiness across your financial world all require a broader lens. One that considers how each area of your life connects and influences the others.

This is the foundation of Whole-Health Wealth™. A perspective rooted in wellness, strategy, and thoughtful stewardship. Learn more: https://www.revelprivatewealth.com/our-philosophy

The transfer of wealth is one conversation.The transfer of values is another.Both deserve attention.
10/06/2026

The transfer of wealth is one conversation.

The transfer of values is another.

Both deserve attention.

When most people hear ""trust,"" they think estate planning.But trusts can serve many different purposes, depending on y...
10/01/2026

When most people hear ""trust,"" they think estate planning.

But trusts can serve many different purposes, depending on your goals.

The right strategy starts with understanding what you're trying to accomplish.

➡️ Swipe to explore the differences between common trust structures and the questions worth considering along the way.

09/29/2026

Does your work fit your life, or has your life been shaped around your work?

Work is often one of the biggest investments of your time and energy.

How it aligns with your priorities, your pace, and your life outside of it can shift over time. That alignment plays a role in how sustainable everything else feels.

The hardest part isn't always making the decision.Sometimes it's understanding all the decisions that follow.Our Divorce...
09/25/2026

The hardest part isn't always making the decision.

Sometimes it's understanding all the decisions that follow.

Our Divorce Consulting services help individuals evaluate the financial side of divorce so they can make informed choices along the way.

Learn more: https://www.revelprivatewealth.com/divorce-consulting

Address

30210 Rancho Viejo Road, Suite C
San Juan Capistrano, CA
92675

Opening Hours

Monday 7am - 4pm
Tuesday 7am - 4pm
Wednesday 7am - 4pm
Thursday 7am - 4pm
Friday 7am - 4pm

Alerts

Be the first to know and let us send you an email when Revel Private Wealth posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Revel Private Wealth:

Share