About RISE Investments
We are a fiduciary wealth management firm that delivers tailored investment management and comprehensive financial planning services to our clients. Established in 2019, we are committed to offering highly personalized advice and solutions to help our clients achieve long-term financial security and growth.
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We partner with working professionals, business owners, retirees, pre-retirees, and multi-generation families to design clear, actionable financial plans and investment strategies that reflect your goals, responsibilities and legacy intent.
Our Services
Why RISE Investments
We offer a unique value proposition within the wealth management industry. With over two decades of industry experience and a future runway measured in several decades, the independent advisory setting allows RISE Investments to grow alongside our clients and bridge the gap between our client's evolving multi-generational financial planning and investment needs and best-in-class solutions to meet those needs.
Fiduciary
As a fiduciary, we serve as partners to our clients, upholding the highest standard of care and acting solely in our clients' best interest every step of the way. Additionally, our independent structure allows us to select the best solutions for you, unburdened by product-sale incentives.
CERTIFIED FINANCIAL PLANNER® Practioners
For 50 years, the CERTIFIED FINANCIAL PLANNER® certification has been the standard of excellence for financial planners. CFP® professionals must meet extensive training and experience requirements, and commit to CFP® Board's ethical standards that require putting clients' interests first. That's why partnering with a CFP® professional gives clients confidence today and a more secure tomorrow. Only 30% of U.S. financial advisors are CFP® practitioners.
Chartered Financial Analyst® Charterholder
A Chartered Financial Analyst (CFA®) is a professional who has demonstrated expertise in investment management, financial research, and portfolio management. The CFA® charter is a globally recognized credential that's considered the pinnacle of professional development in investment management.
Alignment
We believe alignment is one of the best ways to help our clients achieve their financial goals and objectives, and the majority of our team's personal assets are invested alongside our clients' in RISE's investment strategies.
Discipline and Integrity
With a focus on long-term capital appreciation and tax efficiency, we seek to maximize client outcomes while safeguarding assets, treating each client’s portfolio as a unique entity tailored to their specific financial goals.
