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.

About Reshape®

Reshape® was created on the principle that people have the right to be wealthy and have access to the best investments, the smartest minds, and the leading technologies.

>> Who We Are

Financial Planning

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?

>> About Financial Planning

Financial Planning

Comprehensive financial planning is at the core of how Reshape helps clients prepare for sound financial futures.

>> About Financial Planning

Wealth Management

Wealth Management at Reshape is a philosophy designed around three key principles of how successful investors create, protect, and manage their wealth.

>> About Wealth Management

Wealth Management

Reshape’s philosophy designed around three key principles of how successful investors create and manage their wealth.

>> The Philosophy

Investment Strategies

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.

>> About Investments

Investment Strategies

Investment Strategies is what sets Reshape apart, and how we create wealth for our clients.

>> About Investments

Technology

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.

>> About Technology

New Ideas

Emerging technologies and disruptive industries have the opportunity to offer significant returns.

>> New Ideas