Our Services
Helping Clients Manage Complexity and Supporting the People They Care For
There’s no single profile of a Rise client, but there’s usually a common thread: complexity that’s outgrown a do-it-yourself spreadsheet, or a generic plan that never quite fit.
We work with:
- Business owners navigating a sale, transition, or succession plan
- Executives managing concentrated stock, equity compensation, or deferred comp
- Retirees and near-retirees shifting from a lifetime of saving to a lifetime of spending with confidence
- Multigenerational families protecting and growing what they’ve built
- Individuals navigating life transitions including divorce, inheritance, sudden liquidity, or simply a life that’s changed shape
If any of that sounds familiar, let’s talk.
Going Beyond Expectations
Guiding you across financial focus areas
Great financial decisions have the power to change lives. A deep pool of specialized knowledge helps us to connect people and ideas into a plan that fits you. With experience across a wide range of financial areas, we’re here to support you as you pursue a brighter future.
- Retirement income planning
- Preparing for the unexpected
- Legacy strategies
- Intergenerational wealth transfer
- Streamlined wealth management
- Divorce financial planning
- Special needs financial planning
- Tax-efficient investing
- Multigenerational wealth transfer
- Charitable giving
- Special needs planning
- Roth conversions & backdoor strategies
- Income timing & distribution strategies
- Portfolio stability
- Capital preservation
- Socially responsible investing
- Thoughtful planning & oversight of your legacy wishes
- Wealth transfer & protection
- Gifting strategies
- Estate equalization: management of revocable & irrevocable trusts, liquidity planning
- Private foundation formation
- Tax strategies
- Stock options
- Stock grants
- Bonus structures
- Concentrated stock positions
- Deferred compensation
- Tax strategies
- Entity formation structure
- Cash flow
- Debt management
- Employee benefits
- Retirement plan sponsorship
- Succession planning exit strategies
- Needs analysis
- Life insurance
- Survivorship planning
- Disability insurance
- Long-term care
- Giving vehicles
- Lifetime giving strategies
- Tax implications