A new wealth management business has launched in San Juan Capistrano, California, led by two women advisors who have served approximately $325 million in advisory, brokerage and retirement plan assets.
Revel Private Wealth is affiliated with LPL Financial’s supported independence model, LPL Strategic Wealth Service.
Founders Megan Stirrat and Tenley Hardt were previously with Merrill Lynch but have decided to swap the wirehouse experience to launch their own independent practice specializing in helping women in transition and those in sports and entertainment.
Stirrat has nearly 30 years of industry experience and is a former All-American rower at Michigan State and “loyal and loud” Spartans football fan, while Hardt has a background in the entertainment industry.
“There are huge opportunities in the sports field, especially now that college athletes can be paid. We want to educate them and help prepare them for a more confident financial future,” Hardt said in a statement.
The advisors are passionate about helping women understand their finances and financial goals, and often take part in events and initiatives aimed at supporting women to find their financial futures and their voices.
“As women, we have a sensitivity and understanding of what they may be going through, and we’re very compassionate as we help clients navigate their situations,” said Stirrat, who is a certified divorce financial analyst.
They chose their firm’s name because revel means to enjoy yourself in a lively way.
“That’s what we do and that’s what we want for our clients — to revel in their success and help them reach it,” Hardt explained. “Life can be so busy at times with so many distractions, especially as women and moms. We don’t want to forget to revel in the moment. To live for today and plan for tomorrow.”
InvestmentNews reported in 2017 that the IRS was scrutinizing the tax shelter land deals, called syndication conservation easements.
Advisors gain a second workflow for 401(k) guidance as the fintech expands beyond bulk rebalancing, backed by new policy research on advice access.
New data shows most people do not have enough saved to cover costs and are not fully utilizing their accounts.
Firms announce new recruits this week, with teams overseeing hundreds of millions in client assets switching affiliations.
It’s the 12th deal for Stratos since SEI's investment and follows 11 acquisitions worth $4.8B in 2025.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
