We believe that investing is done best within the context of a financial plan. As a fee-only, registered investment advisor, we operate with the utmost transparency where client interests always take precedence. With CFP® Board Standards as our guide and Nobel-prize winning* investment research as our foundation, we offer clients a sound approach to creating financial security and long-term investment growth. Our combination of careful portfolio construction and low costs offer peace of mind to individuals who want to know that their money is well-managed.
*While no direction affiliation with Wealthrise, Dimensional Fund Advisors (DFA) has been implementing great ideas in academic finance since 1981. Nobel Laureates Eugene Fama and Myron Scholes sit on the firm's Board of Directors, as well as other notable academics. At Wealthrise, we apply many of the concepts and, at times, invest in DFA funds.
Services offered include: investment management, retirement planning, insurance strategy, tax planning, education planning, cash flow management, transaction assistance, social security optimization. Non-investment management clients may retain Wealthrise to provide financial planning services on an hourly consulting basis.
Independent
As a registered investment advisor directly under FINRA, Wealthrise serves clients' interests first. Your goals are our goals. We are never paid commissions, 12b-1 fees, or bonuses for selling select products. Once we know where you want to go with your money, we manage it in the most efficient way, giving you the investment experience you deserve.
CONTACT US
Call 760-508-0368 or Email Us for a complimentary discussion now!
Process-Driven
We implement the Certified Financial Planning Board's process in order to to provide the most value in the areas of retirement, tax, estate, and insurance planning. This process includes establishing the client relationship, gathering client data, analyzing current status relative to future goals, and providing recommendations that are then monitored to move a client towards their goals.
Investing Discipline
A sensible investing strategy is critical to client success. Our portfolios, which incorporate Dimensional Fund Advisors and Vanguard diversified funds, are based on financial science, applying decades of Nobel-prize winning research to ensure an investor is efficiently blending the right asset pieces in the right proportion.
