RISE Investments is a Chicago-based financial advisor 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.
We are fee-only, meaning we do not sell products or accept commissions, transaction-based compensation, or revenue sharing agreements with third-parties.
We have a fiduciary duty to our clients, which consist of working professionals, business owners, retirees, and affluent families. We serve our clients by designing and executing on clear, actionable financial plans and investment strategies built around our clients goals, responsibilities, and legacy intent.
Our Expertise
RISE Investments is here to provide the clients we know best with a simplified and more comprehensive approach to wealth management; one that integrates investment management with financial planning, tax planning, and estate planning rather than treating each area of a client's financial life in silos.
Financial Planning
Our advisors understand your goals and concerns may go far beyond investment returns. Preserving what you have built, minimizing unnecessary tax erosion, and creating a lasting legacy are of equal importance.
Investment Management
With a disciplined approach and a focus on fundamentals-based investing, we design and manage personalized investment portfolios that not only meet your goals and objectives but also enhance your overall financial health.
Tax and Estate Planning
Our advisors understand your goals and concerns may go far beyond investment returns. Preserving what you have built, minimizing unnecessary tax erosion, and creating a lasting legacy are of equal importance.
Why Our Clients Choose RISE Investments
We believe wealth management should be about more than managing investments. It should be about making better financial decisions across your entire financial life. At RISE Investments, we combine personalized investment management with comprehensive financial planning, tax planning, and estate planning to help our clients make informed decisions with their wealth.
Fiduciary
As a fiduciary, we serve as a partner to our clients and are legally bound to act in your best interest. We uphold the highest standard of care while providing you with unbiased and objective advice.
CFP® Practitioner
The CERTIFIED FINANCIAL PLANNER® certification is a standard of excellence for financial planners, requiring CFP® professionals to meet extensive training and experience requirements. Only 30% of U.S. financial advisors are CFP® practitioners.
Independence
We are employee owned and operated, which allows us to maintain a client-first focus. Many other financial advisory firms are being acquired and consolidated by outside investors, which creates a conflict that incentivizes their advisors to focus on company growth and earnings over client care.