About RISE Investments
We are a fee-only fiduciary advisory firm that delivers tailored investment management and comprehensive financial planning services to our clients. Established in 2019, we are committed to offering highly personalized, fiduciary-driven advice to help our clients achieve long-term financial security and growth.
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RISE Investments serves high net worth individuals, families, high earners starting to build wealth, mid-career professionals, and individuals preparing for retirement.
Our Services
Why RISE Investments
We offer a unique value proposition within the wealth management industry. With nearly two decades of combined 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 investments needs and best-in-class solutions to meet those needs.
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Fee-Only Fiduciary AdvisorAs 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.
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CERTIFIED FINANCIAL PLANNER®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.
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Chartered Financial Analyst® CharterholderA 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.
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AlignmentWe 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.
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Discipline and IntegrityWith 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.
