Frequently Asked Questions
What is Revolution Group, LLC?
Revolution Group, LLC is a financial services firm headquartered in Omaha, Nebraska. The firm provides wealth management, tax planning, business advisory, and family office services for high-net-worth individuals, families, executives, and business owners.
What services does Revolution Group, LLC offer?
Revolution Group offers integrated financial services, including comprehensive wealth management and financial planning, tax planning and strategy, business advisory and transition planning, and family office services. Their approach is designed to align investment management, tax efficiency, estate considerations, and long-term strategic planning under one coordinated framework.
What is the REAL Fiduciary™ Standard?
The REAL Fiduciary™ Standard is a proprietary term used by the firm to describe its commitment to acting in the best interest of clients. It emphasizes transparency, alignment, and placing client interests first. This is a firm-defined standard and not an industry certification.
Is Revolution Group a registered investment advisor?
Revolution Capital, LLC, an affiliate of Revolution Group, LLC, is registered with the U.S. Securities and Exchange Commission (SEC) as an investment adviser. SEC registration provides regulatory oversight but does not imply a certain level of skill or guarantee investment performance.
Who does Revolution Group typically serve?
The firm primarily serves high-net-worth individuals, multi-generational families, entrepreneurs, business owners, and executives seeking coordinated financial planning, investment management, and tax strategies.
Does Revolution Group provide tax planning services?
Yes. The firm offers integrated tax planning and strategy designed to align with broader financial and business goals. Services may include tax optimization, strategic planning for business owners, and coordination with estate and wealth planning objectives.
What is included in family office services?
Family office services may include financial coordination, multi-generational planning, strategic oversight, and other advisory services intended to help families manage complex financial matters in a structured and integrated manner.
Where is Revolution Group located?
Revolution Group, LLC is located at:
Suite #103
How can I contact Revolution Group?
Email: info@revgroupllc.comPhone: 402-933-3371Fax: 402-614-2760Toll Free: 855-272-4488