Our Clients

Reshape was founded on the principle that people have the right to be wealthy. We’ve taken the wealth management philosophy of the world’s most successful investors – how we manage our own money – and adapted it for each client’s financial plan.

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After working with hundreds of clients –  Families, Business Owners, Start-Up Founders, Executives and Athletes –  Reshape understands how to provide the context to manage wealth towards successful outcomes and retirement. We help clients adopt the best practices to grow their wealth and limit exposure to expensive mistakes.