Re Envision Wealth

Cindy Mota Rios is a CFP® with six years of industry experience, currently serving at Re Envision Wealth in New York, NY. Her previous roles include positions at Grid 202 Partners, Greenspring Advisors, LLC, and Quadrant Capital Management. Outside of her advisory work, she owns Sublime, a business focused on Mindset and NLP-related coaching. Re Envision Wealth is an SEC-registered advisory firm that serves individual and high-net-worth households as well as some institutional clients. The firm provides financial planning, investment consultation, wealth management, and discretionary portfolio management, emphasizing asset allocation combined with fundamental and cyclical analysis and due diligence on private-market opportunities.

Willie Gholston is a CFA® charterholder with 11 years of industry experience. He currently works at Re Envision Wealth and has previously held roles at Money Script Wealth Management, First Citizens Asset Management, First Citizens Bank, and BB&T Asset Management. Re Envision Wealth is an SEC-registered advisory firm that serves individual and high-net-worth households as well as some institutional clients. The firm provides financial planning, investment consultation, and discretionary portfolio management, emphasizing asset allocation combined with fundamental and cyclical analysis, model portfolios, and due diligence on private-market opportunities.

Keith Beverly is a CFP® and CFA® with 17 years of experience in financial advising. He is currently with Re Envision Wealth and has previously worked at Grid 202 Partners and Momentum Advisors, LLC. Beverly is also the managing member of Democratizing Capital LLC and Re-Envision Capital LLC, entities involved in investment activities. Re Envision Wealth serves individual, high-net-worth, and some institutional clients, providing financial planning, investment consultation, and wealth management with an emphasis on asset allocation, fundamental and cyclical analysis, and due diligence on private-market opportunities. The firm manages pooled investment vehicles and offers a Separately Managed Account strategy that incorporates ESG considerations based on satisfaction rankings by BIPOC women.

Jennifer Goodwin is a financial advisor at Re Envision Wealth with nine years of industry experience. She holds a Series 66 designation and previously worked at Motley Fool Wealth Management, TMF Investments, and TIAA-CREF Individual & Institutional Services. Re Envision Wealth serves individual and high-net-worth households as well as some institutional clients, offering financial planning, investment consultation, wealth management, and discretionary portfolio management. The firm emphasizes asset allocation combined with fundamental and cyclical analysis and performs due diligence on private-market opportunities, managing specialized pooled investment vehicles.