Kyle Patterson, Cltc® Email & Phone Number

Austin, Tx, Us

Our mission is to liberate financial advisors from the controlling power of custodians, broker-dealers, and software vendors in a peaceful manner while creating an environment of transparency for both advisors and investors. We’ve established an innovative, proven, transparent, and streamlined process that takes over this role to position our partners for success in offering/continuing to offer this valued service.Most CPA firms, RIAs, Hybrid Advisors, and Brokerage General Agencies provide comprehensive investment management services to their client base. Most handle the entire process "in-house", which can be very frustrating, time-consuming, and costly! At Revisor Wealth Management, we understand these issues from an insider’s perspective and have developed a turn-key solution for our partners. Our model is a win-win for all parties involved. Firms are now able to focus on the growth of their practices by outsourcing the majority of the legwork when providing investment management services at an equal or lesser cost than handling in-house. Clients then receive a higher level of service and world-class investment experience.

--Revisor Wealth Management is an independent financial planning firm that partners with select high net worth families and businesses in the areas of Investing, Tax Planning, Estate Planning, Asset Protection, Charitable Planning, and Wealth Preservation. --By coordinating and managing ALL of these important aspects in our client’s financial situation we're able to provide peace of mind, superior service, efficiency, and ease in our client’s lives. --Our goal at RWM is to be our client’s most trusted advisor through our professional knowledge, our integrity, and our personalized service and collaboration by utilizing resources both inside and outside the firm. --RWM Wealth Management is headquartered in the Cleveland-Akron area in Ohio, but we serve clients across the nation.

Cleveland/Akron, Ohio Area

- Provided fundamental research on over 30 automotive, business services, and retail companies to institutional investors by collecting and analyzing financial information from corporate financial statements, SEC filings, industry data points, and consensus estimates while communicating material changes in an urgent and timely matter- Created and maintained complex, company-specific financial models which were used in financial forecasting and the valuation process to adequately assess future stock performance- Responsible for developing and publishing proprietary market-based research, company updates, and more detailed company reports on a regular basis- Interviewed equity research associate candidates to asses professional capabilities and cultural fit for the firm

Master Of Business Administration (M.B.A.), Management

Activities and Societies: Baldwin Wallace University MBA Association

Bachelor’S Degree, Business Administration & Criminal Justice

Activities and Societies: Investment Club, Varsity Men's Tennis