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.