WeRise Financial

  • What We Do
    • Investment and Asset
    • Retirement
    • Divorce
    • Job Transition
    • Family Wealth
  • Why WeRise
  • Get Started
  • About
  • Blog
  • Contact

WeRise Financial

  • What We Do
    • Investment and Asset
    • Retirement
    • Divorce
    • Job Transition
    • Family Wealth
  • Why WeRise
  • Get Started
  • About
  • Blog
  • Contact

helps women rise above their unique financial planning challenges.

Financial planning tailored FOR women BY women.

Women have unique financial planning challenges that become significant setbacks if they aren’t addressed. Sadly, these challenges are rarely given the proper attention in the traditional financial planning experience. WeRise was created to shed light on these challenges and create solutions that are tailored FOR women BY women. Whether you need support with Investment & Asset Management, Retirement, Divorce, Family Wealth Planning or Job Transitions we are here to give you the best, personalized advice throughout ALL the chapters of your life.

Preparing forImportant Life Events

WeRise Financial Planning for Retirement

retirement

WeRise Financial Planning for Divorce

divorce

WeRise Financial Planning for Job Transition

job transition

Start Your Future

In today’s world, the effects of poor (or no) financial planning can be devastating. Because of this, the need for women to receive personalized financial advice is more important than ever.

We are here to help you navigate the financially pivotal moments in life. Think of us as a partner, working side by side to uncover the complete picture of your personal and financial journey so you can understand and embrace it. Are you ready to up level your financial life?

Where others fall short,  We Rise to the occasion.

We do right by you, always.

It’s a personal moral of ours, not just an ethical obligation. As a fiduciary, we protect your best interests and ALWAYS put them first. We pride ourselves on giving objective, expert advice without judgement or fad investment tactics.

We believe you are more than the returns in your portfolio.

Financial planning is more important than simply investing. We provide a deeper level of service and humanize the process to look at your WHOLE picture. Because, when we know more about your circumstances, our advice becomes more effective.

We create an environment for you to talk openly about your life.

We appreciate that sharing intimate details about your finances can be uncomfortable. We don’t judge and we don’t talk down to you. We listen more than we speak because your voice and participation matters.

We respect your journey.

Changes with work, relationships, children and death can happen expectedly or can take you by surprise. The financial impact of these changes can affect you dramatically during different chapters of your life. We take the time to understand the chapter you are in and design a game plan that evolves with you.
Brittany Rue WeRise Financial

meetBritt

finding the right fit...

I saw an opportunity to give women a different option… An authentic connection where you feel comfortable, your voice is heard and most of all, you are understood. I created WeRise to give you the financial planning experience you deserve.

Let's Chat

the latest from WeRise

WeRise financial
22 Sep 2020
Divorce, Investment, Uncategorized

Cover your ASSets. What unmarried couples need to know before buying a house together.

Over the last decade or so, it has become more common for couples to merge finances, start families, and pursue joint homeownership before choosing to be married. Owning a home with another person to whom you are not legally married, whether tha[...]

Read More
Share and Talk Finances with Your Partner
30 Jun 2020
Divorce, Family Wealth, Investment, Job Transition, Retirement

How to Share and Talk Finances with Your Partner (No Matter How Long You’ve Been with Them!)

Falling in love, moving in together, and getting married (if you choose to) are all incredibly exciting events, but when two lives entwine, that often means our finances do, too. Even if you don’t combine your finances completely, you will sha[...]

Read More
18 Jun 2020
Uncategorized

Women Who Forged The Way: Muriel Siebert

“There were no female role models, so I just blazed my own path.” Muriel Siebert, known as Mickie to her friends, was the first woman ever to gain a seat at the New York Stock Exchange. On December 28, 1967, she joined 1,365 male members[...]

Read More

Get in touch with WeRise.

Finding a financial planner that is the RIGHT fit can be a game-changer. At WeRise, it is our mission to give  women the experience they deserve. Contact us today to get started!







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