Elevate, Inc. is pleased to welcome Revered Concierge Consulting of Raymond James to our community.
Based in Downtown Tampa, Revered Concierge Consulting of Raymond James serves high-net-worth families, business owners, executives and entrepreneurs through a highly personalized, relationship-first approach to wealth management. The team works with clients whose financial lives often involve multiple interconnected decisions, bringing together investment management, financial planning and long-term wealth strategy while taking the time to understand the people, families, businesses and priorities behind the wealth.
Revered was built around the belief that wealth is about far more than investments. It is about people, family, purpose and legacy. That understanding becomes the foundation for thoughtful guidance across investment management, retirement and financial independence, tax-aware planning, business succession and liquidity events, multigenerational wealth, and estate and legacy considerations. The team also works closely with clients’ CPAs, attorneys and other professional advisors, bringing the right people together when financial decisions intersect with a business, a significant transition or the future of a family.
The Revered team brings together extensive experience across wealth management, financial planning, investments and client service. Ralph Urena, LL.M., CFP®, CPWA®, Vice President, Investments, brings a distinctive combination of financial expertise and a background in Business and Corporate Law to the team’s relationship-first approach. Working primarily with high-net-worth families, business owners, executives and entrepreneurs, Ralph holds a Bachelor of Laws degree and an LL.M. in Business and Corporate Law, giving him an additional perspective when personal wealth and business decisions intersect, particularly around ownership, transactions, risk, business succession, liquidity events and multigenerational wealth. His work often centers on helping clients evaluate complex financial decisions within the broader context of their businesses, families and long-term objectives, while collaborating with their CPAs, attorneys and other professional advisors.
For Ralph and the Revered team, the relationship is just as important as the planning itself. Their philosophy is simple: know the family, understand what matters to them and build a relationship that lasts for generations. It is an approach centered not simply on managing assets, but on becoming a trusted resource to families through the decisions, transitions and opportunities that can span generations.
That commitment extends beyond the office. Ralph serves on the Connections Board for Junior Achievement of Tampa Bay and is a member of Leadership Tampa, Class of 2027, through the Tampa Bay Chamber, reflecting his commitment to building relationships and contributing to the Tampa Bay community.
Whether a family is preparing for retirement, navigating the sale or succession of a business, managing significant wealth or planning for the next generation, Revered believes great wealth management begins with understanding the people behind the financial decisions.
That philosophy is captured in the team’s guiding message: helping light the path from complexity to clarity.
Elevate, Inc. is proud to welcome Ralph and the entire team at Revered Concierge Consulting of Raymond James to our growing community of Tampa Bay professionals, and we look forward to the meaningful relationships, connections and opportunities ahead.
