Message from Founder and Chief Financial Planner, Brittany Rue.
Which is why I created WeRise. Within my own industry men make up 86% of all investment advisors, the majority of which, are 50 years and older. There are plenty of financial planning firms that “specialize” in working with women or have a token division for women. After closer inspection, these “specializations” feel more like they are trying to capture a trend and come across as a hollow afterthought. Packaging services in pink and overusing words like “empathetic” does not adequately address women’s needs. This isn’t to say that men aren’t capable of giving sound financial advice to women, but how can they intrinsically comprehend what we are faced with?
WeRise is about making room for women & their financial needs in a landscape that has traditionally been saturated BY and FOR men. Finding a financial planner that is the RIGHT fit can be a game-changer and we aim to give women the experience they deserve.