Reshape Wealth’s philosophy is to secure relationships with the top minds in both new and mature industries that we feel can add considerable value to our client’s portfolios. We believe financial advising is about creating wealth, which is why we make every effort to provide our clients with access, knowledge, and investment opportunities not easily accessible to other financial advisors in this space.
All Industry Leaders are not employees of Reshape Wealth and are added to the website for informational purposes only. We have broadened our network with the goal of aligning Reshape Wealth with Industry Leaders who we feel may be able to provide additional value to our clients. But it is ultimately the responsibility of each client to determine if any outside investments or advice from Industry Leaders is appropriate for them. No Industry Leader listed on this site should be considered a referral or recommendation and we do not suggest contacting them directly without our introduction.