Protection. Stability. Liquidity. Growth.
If you’re a parent, you will probably always remember the first time you saw your baby smile or take its first wobbling, triumphant steps.
If you’re a business owner, you know the satisfaction of guiding an enterprise that solves customers’ problems, creates jobs, and provides a living for you and your family.
If you’re connected with a charity, you’ve felt the passion of fostering a venture that is making the world a better place.
Helping you keep the things that you love and have worked for secure and thriving—no matter what life throws your way—is the reason we do what we do.
Because life is unpredictable.
Because you want to be responsible and secure your family’s or business’s financial future even if you die or are unable to work.
Because you require access to capital to reach your business or personal goals.
Because you want to create a legacy or help others create a legacy for a common cause.
"Rick and ReVera Partners have been great to work with over the past 20 years. I especially like the way Rick regularly brings new creative ideas to me for consideration. They are always seeking to minimize taxes and create long-term wealth."
--Anthony M. Ciepiel
Chief Operating Officer, VitaMix Corp.
You need a partner with the know-how, creativity, and relationships to help you achieve all that and more.
ReVera Partners, LLC brings over three decades of experience in designing financial tools to help clients achieve the protection, stability, liquidity or growth they desire.
ReVera Latin adverb: actually, in truth
We are named ReVera because we are committed to offering you honest, independent advice that objectively addresses your situation. We partner with experts around the country to bring you generations of knowledge.
And, in the same way custom cabinetry is designed and built to fit your home, each plan designed by ReVera Partners is crafted individually to fit your life and needs.
Contact us at richard @ reverapartners.com to schedule a conversation to discuss your goals and challenges. We are based in Cleveland, Ohio and work with clients nationwide.