Who We Serve
Rise Private Wealth Advisors works with individuals and families seeking retirement income planning, investment guidance, tax strategies, and comprehensive financial planning, always with a focus on client priorities and long-term value.
Rise Private Wealth Advisors
Stronger Planning Through Independence
We’re frequently sought out for our experience in retirement income & tax strategies, though our clients come to us for many reasons. But what keeps them here is the range and quality of service they receive from all of us and the strength of our commitment to their success.
With a wider range of capabilities and highly individualized services than other wealth management companies, we naturally offer greater value to those who have accumulated assets of $250,000+. Our primary concern is ensuring we can add meaningful long-term value.
Comprehensive Services
Our comprehensive planning and investment management fees are based on a percentage of accounts under management. The standardized scale ranges from 0.75% to 1.50% annually, billed monthly in arrears. Fees are negotiable.
Consulting Services
Our consulting services are billed hourly. Before beginning, we outline the scope of work and expected cost, giving clarity on the project process and anticipated outcomes.
“I’ve spent my career in the Independent Advisory space, working with clients across nearly all 50 states, free from corporate sales pressure. Each person and family is different, and when your financial plan aligns with what matters most to you, the results follow.”
David D’Eredita
Founder | Senior Advisor
Our Commitment
Our commitment is strengthened by independence, allowing us to focus on client priorities. We coordinate with other financial professionals, combining perspectives to build plans that adjust as life changes.
Our recommendations are made with the long view in mind, recognizing how important your hard-earned savings are. We approach that responsibility with humility, care, and a dedication to continuous learning—because knowledge is one of the greatest resources we can share with clients. It allows us to bring fresh perspective and thoughtful strategies to every stage of life.
Life, markets, and tax laws never stand still, and neither should a financial plan. We believe planning works best as a living framework, designed to adapt as circumstances evolve and as your priorities change along the way.
