A new wealth management business has launched in San Juan Capistrano, California, led by two women advisors who have served approximately $325 million in advisory, brokerage and retirement plan assets.
Revel Private Wealth is affiliated with LPL Financial’s supported independence model, LPL Strategic Wealth Service.
Founders Megan Stirrat and Tenley Hardt were previously with Merrill Lynch but have decided to swap the wirehouse experience to launch their own independent practice specializing in helping women in transition and those in sports and entertainment.
Stirrat has nearly 30 years of industry experience and is a former All-American rower at Michigan State and “loyal and loud” Spartans football fan, while Hardt has a background in the entertainment industry.
“There are huge opportunities in the sports field, especially now that college athletes can be paid. We want to educate them and help prepare them for a more confident financial future,” Hardt said in a statement.
The advisors are passionate about helping women understand their finances and financial goals, and often take part in events and initiatives aimed at supporting women to find their financial futures and their voices.
“As women, we have a sensitivity and understanding of what they may be going through, and we’re very compassionate as we help clients navigate their situations,” said Stirrat, who is a certified divorce financial analyst.
They chose their firm’s name because revel means to enjoy yourself in a lively way.
“That’s what we do and that’s what we want for our clients — to revel in their success and help them reach it,” Hardt explained. “Life can be so busy at times with so many distractions, especially as women and moms. We don’t want to forget to revel in the moment. To live for today and plan for tomorrow.”
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Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
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