Meet Britt
About Chief Financial Planner and Founder, Brittany Rue
Anyone striving to step into the best version of themselves faces a journey that requires you to conquer your greatest fears. As a 31-year- old woman in financial planning, a stronghold of the 50+ year old white male, I have faced doubt externally and internally. Founding WeRise has enabled me to find a professional place where I can serve my community and leverage my strengths to make a real difference in other women’s lives. In the process I’ve silenced the doubts and stepped into my best self. I am extremely grateful for that opportunity. But taming your fears isn’t easy, as you probably already know.
I started my journey to WeRise as a real estate broker specializing in luxury real estate & investment properties in Minnesota, before going through a divorce and returning with my daughter to my hometown of Seattle to be with my family and continue my real estate career. I always enjoyed helping my clients with financial advice beyond the real estate transaction.
Which is why I accepted an opportunity to join my father’s financial planning practice over 4.5 years ago and began to serve my network of real estate colleagues and previous clients.
Life is full of teachable moments and motherhood is riddled with them. I am driven to give my daughter the best opportunities I can, especially given I lost my mother at 8 years old. I value the opportunity to teach her what I have learned. Teaching her by example how to be kind to herself and extend that kindness to those around her and how to build self-discipline and be optimistic, even when things feel uncertain.
Beyond work and motherhood, I have a love for adventure and experiencing new things. Traveling or going on outdoor adventures with my wonderful partner, entertaining and making elaborate meals without a recipe, listening to new music/hosting live musicians in our living room, and meeting interesting people in authentic ways are some of my favorite things. Again, I am grateful.
I invite you to join the WeRise community of women supporting woman. I’d love to meet you!
How I advocate for women
Host educational seminars for female professionals on the ways to improve their financial circumstances.
Celebrate and showcase the success stories of the women around me.
Raise awareness about the unique financial challenges women face as a guest speaker on podcasts around the country.
Actively promote my connections across the community to benefit other women.
About Our Practice
- At WeRise we offer fiduciary advice
- We are an independent financial services firm. We aren’t pigeonholed to sell proprietary investment products. We value more options because its in your best interest.
- We are a fee-based practice
- We can serve clients from any state in the US
- We are a relationship-based company, we are not transactional, we care about your unique situation and goals.
- We are very collaborative, frequently working as a team alongside attorneys, accountants, lenders and other professionals to give you the very best experience and outcomes possible
- We’re always exploring new technology to enhance our client experience
Frequently Asked Questions
No problem. We have long-standing client relationships in every US time zone. We meet regularly with our clients and are available to meet in person and remotely via zoom, telephone, email, text and more. As long as you live in the US, you’ll be well taken care of.
There shouldn’t be any fees, costs, or penalties associated with switching financial advisors. If you have after-tax investment accounts, there may be capital gains taxes associated with selling investments that have grown in value since you purchased them. But that tax will need to be paid eventually, so it’s merely a matter of paying it now versus paying it later, and the benefits of getting into the right portfolio of investments far outweigh costs like these.
We’ll make sure you’re fully informed before any costs are incurred.
Here is the list of documents we recommend you gather:
- Most current investment statements (most important)
- Copy of two years of tax returns (also important)
- Loan and mortgage information (if applicable)
- Employee benefits statements
- All insurance policies (life, disability, medical, auto)
- Income estimates for current year (offer letter or last year’s final pay stub usually suffices)
- Any budgets you have previously created or documentation of spending and/or saving.
Based on the comprehensive nature and value of our advice, we require a minimum of $100,000 worth of investable assets. Investable assets consist of: bank savings, previous retirement accounts, investment accounts etc.