Successful Investors Think Differently
Reshape was founded as an independent investment planning firm with the sole purpose of providing our clients personalized wealth management solutions that balance core investment portfolios with the flexibility to access institutional quality investments, income producing real estate, and private companies raising capital, all of which can create tremendous additional wealth, far beyond the capabilities of the standard models used by traditional advisors.
Reshape Wealth provides personalized wealth planning solutions that balance our core investment portfolios with access to public and private investment solutions that have historically been attainable to only the wealthiest investors.
Comprehensive financial planning is at the core of how Reshape helps clients prepare for sound financial futures. We help answer the question of what do you need to do today to get to where you want to be tomorrow?
Investment Strategies is the core of what sets Reshape apart, and what delivers the performance to fulfill or exceed the goals set in each client’s Financial Plan. These are our tools for wealth creation.
The rate of advancement makes disruption a constant. Reshape identifies and partners with the most innovative financial technologies and entrepreneurs around the world to provide an ongoing advantage and cutting edge security for clients.