Revel Private Wealth

Revel Private Wealth Live for today, plan for tomorrow. With every conversation we have and relationship we build, we strive to help clients set goals and pursue financial success.

At Revel, we believe that financial well-being is the foundation for overall health, happiness and success—and that philosophy is at the heart of everything we do. But more than that, we hope to help our clients gain confidence, by helping them overcome obstacles and work towards their dreams. It’s your life. You deserve to live it fully—and we’re happy to help, every step of the way. Together, we

’ll overcome challenges, seize opportunities and revel in the life you envision. 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.

There is a lot to consider before making a decision like this.Our Second Saturday Divorce Workshop brings together profe...
06/03/2026

There is a lot to consider before making a decision like this.

Our Second Saturday Divorce Workshop brings together professionals across financial, legal, and emotional disciplines to share perspective, guidance, and practical next steps.

A place to learn.
A place to gather information.
No pressure.

📅 Next session: June 10 | 6:30pm PT
🔗 Save your spot: https://www.revelprivatewealth.com/revel-calendar

No cost to attend. Open to anyone going through this transition.

May 29 is 529 Day, a reminder to think about how families plan for education costs. 🎓We’re sharing a College Funding 101...
05/29/2026

May 29 is 529 Day, a reminder to think about how families plan for education costs. 🎓

We’re sharing a College Funding 101 look at aligning tuition and savings with the broader financial picture.

#529

We help clients explore financial projections, asset division scenarios, cash‑flow planning, and long‑term outlooks, alw...
05/28/2026

We help clients explore financial projections, asset division scenarios, cash‑flow planning, and long‑term outlooks, always with an eye toward sustainability and life after divorce.

The work is not just about what is divided. It is about what comes next. ✨

Today we honor the men and women who made the ultimate sacrifice in service to our country.Their legacy is remembered wi...
05/25/2026

Today we honor the men and women who made the ultimate sacrifice in service to our country.

Their legacy is remembered with respect and gratitude.

No one hands you a guide for this season.From Separation to Strength is a complimentary, 12‑month email series created f...
05/23/2026

No one hands you a guide for this season.

From Separation to Strength is a complimentary, 12‑month email series created for individuals navigating separation or divorce, offering perspective on the emotional, legal, and financial realities that tend to surface over time.

One email a month.
Thoughtfully written.
Meant to be read quietly, on your own terms.

If you are in this transition, this series was created with you in mind.

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


Whole‑Health Wealth™ starts from within 🌿It is about aligning financial clarity with purpose, wellbeing, and the realiti...
05/21/2026

Whole‑Health Wealth™ starts from within 🌿

It is about aligning financial clarity with purpose, wellbeing, and the realities of life in motion.

This philosophy informs how we show up for our clients, today and over time.

Learn more: https://www.revelprivatewealth.com/our-philosophy

Divorce is more than a financial event. It is a personal transition. 🤍While we are not therapists, we lead with empathy,...
05/20/2026

Divorce is more than a financial event. It is a personal transition. 🤍

While we are not therapists, we lead with empathy, patience, and clarity, helping clients stay grounded and focused as complex decisions unfold.

Calm thinking is often the most valuable asset in moments like this.

Absolutely.Some individuals work with us solely in a CDFA® capacity during the divorce process. Others choose to continu...
05/14/2026

Absolutely.

Some individuals work with us solely in a CDFA® capacity during the divorce process. Others choose to continue working with us after everything is finalized.

There is no single path. Only the one that fits where you are now.

Address

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

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