REV Federal Credit Union’s Retirewell Rebrands to REVWealth
REV has announced the rebranding of its wealth management division, previously known as Retirewell, now repositioned as REV Wealth. Operating under the umbrella of the $1.1 billion credit union, REV Wealth offers access to specialized expertise, translating carefully identified needs into straightforward and transparent actions aimed at long-term success.
“REV Wealth addresses the dearth of accessible and personalized information on retirement and investment solutions for today’s modern consumer,” stated Jennifer Saunders, Vice President of Retail. “Our focus lies in building long-term financial security through hard work and prudent saving practices, forming collaborative partnerships with our clients to create a resilient and adaptable income roadmap.”

As of December 2024, REV Wealth manages and advises total assets exceeding $92 million. Spearheaded by David J. Davis, Dennis Bailey, and Gustav Just, a trio with a cumulative experience of more than 90 years, the core team provides financial planning, investment, and retirement plan consulting, managed account services, tax planning, estate planning, risk management, and a wide array of wealth management services to clients and credit union members.
Clients, partners, and stakeholders can anticipate a seamless transition with service continuity following the rebranding. The division remains committed to delivering boutique, customized client experiences, as reflected in its $9 million asset growth in the past year.
The transition to REV Wealth is effective immediately and will be accompanied by a refreshed logo and brand aesthetics, with visual updates expected to be unveiled in February.
Securities and insurance products are offered through Cetera Investment Services LLC (doing insurance business in CA as CFG STC Insurance Agency LLC), member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered.
Investments are: *Not FDIC/NCUSIF insured *May lose value *Not financial institution guaranteed *Not a deposit *Not insured by any federal government agency.
View Cetera Investment Services Privacy Policy, other Important Information and Business Continuity Plan.
This site is published for residents of the United States only. Registered Representatives of Cetera Investment Services LLC may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every advisor listed. For additional information please contact the advisor(s) listed on the site, visit the Cetera Investment Services LLC site at www.ceterainvestmentservices.com