What are the opening hours?

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

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.

11/02/2026

One of the biggest misconceptions about divorce?

That the financial conversations end when the divorce is finalized.

For many people, that's when a new set of financial decisions begins.

10/31/2026

🎃 No tricks. Just treats.

Happy Halloween from all of us at Revel! 👻🍬

10/29/2026

The question isn't always, "What will I leave behind?"

Sometimes it's, "How do I want it managed, shared, and carried forward?"

Estate planning can involve much more than a will. For many families, it includes conversations around legacy, philanthropy, family values, and the future of a business.

Curious how advanced planning can support multigenerational wealth and family legacy? Learn more: https://www.revelprivatewealth.com/blog/building-a-lasting-legacy-wealth-preservation-strategies-beyond-traditiona

10/27/2026

As wealth grows, so do the moving parts.

The challenge isn't always having a strategy for each piece.

It's making sure they work together. ✨

For many high-net-worth families, that means coordinating investment management, estate planning, tax considerations, charitable giving, family legacy discussions, and more through a cohesive lens.

Learn how we help families bring structure and intention to the complexities of wealth: https://www.revelprivatewealth.com/high-net-worth-families

10/22/2026

What exactly is a CDFA®?

It stands for Certified Divorce Financial Analyst®.

While attorneys focus on the legal side of divorce, a CDFA® helps individuals understand the financial implications of decisions involving assets, retirement accounts, taxes, and life after divorce.

Because the goal isn't just getting through the process. It's understanding how today's decisions may affect tomorrow.

Curious about the role a CDFA® can play during divorce?

🔗 https://www.revelprivatewealth.com/navigating-divorce

10/21/2026

Life rarely sends a calendar invite before it changes.

A new job. A business sale. Retirement. An inheritance. An unexpected loss.

Big transitions often come with financial decisions that weren't on yesterday's to-do list.

One helpful tip: before making any major financial moves, give yourself time to understand your options. Decisions made in a transitional season can have long-term implications.

10/19/2026

A liquidity event can change your balance sheet overnight.

What happens next often depends on the planning that came before it.

From tax considerations to cash management and long-term wealth planning, preparation can play an important role when significant wealth is created.

Explore a few considerations often discussed before a liquidity event: https://www.revelprivatewealth.com/blog/preparing-for-a-liquidity-event-key-wealth-preservation-and-tax-strategies

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

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. 💛

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.

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

Website

http://www.revelprivatewealth.com/, https://x.com/RevelWealth, https://www.revelprivatewealth.com/contact-us, https://ww

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