Reshape is an independent investment management and financial planning firm. Our sole purpose is providing our clients personalized investment strategies and wealth management solutions. We balance core investment portfolios with the flexibility to access institutional quality investments, income producing real estate, and private companies raising capital, all of which can create tremendous additional wealth, far beyond the capabilities of the standard models used by many traditional advisors.
Reshape delivers comprehensive fee-based and fully transparent financial planning, hands-on portfolio analysis, and expertise across the full life-cycle for successful investing, cash-flow management, and wealth creation. We seek out the smartest individuals, top certified financial planners, leading financial technologies, and the “best of the best” investment opportunities around the world to reshape how our clients think about, access, and create long term wealth.
All Private Investment clients must be accredited
Company Details
- Employees
- 3
- Founded
- -
- Address
- 65 Bay St,
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- reshapewealth.com
- Keywords
- financial planning, financial analysis, financial advisory, wealth management, real estate, private companies, estate planning, portfolio analysis, cash-flow management, wealth creation, fintech, Investment Management.
- HQ
- Jersey City, New Jersey
Reshape® Wealth Questions
Reshape® Wealth's website is reshapewealth.com
Reshape® Wealth's LinkedIn profile is https://www.linkedin.com/company/reshape-wealth
Reshape® Wealth has
3 employees.
View email and phone details for 3
employees at Reshape® Wealth.
Reshape® Wealth's industry is
Financial Services
Reshape® Wealth's top competitors are
Beckett Financial Group,
Unimar Global,
Wedmont Private Capital,
Paige Concepts,
Strenta,
Backgammon Social,
The Next Level Planning Group,
Illuminate Wealth Management,
Leon Recruitment,
Boston Portfolio Advisors, Inc..
Reshape® Wealth's categories are Financial Services
Reshape® Wealth's founding year is 2017
