Why WeRise

Message from Founder and Chief Financial Planner, Brittany Rue.

In my experience, it is rare to align with professionals that truly “get” you. Especially in the male-dominated financial industry, where most advisors look and feel similar and give subtle variations of the same advice.

I see an opportunity to give women a different option… An authentic connection where you are comfortable, your voice is heard and most of all, you are understood. I’ve found that there is a natural relatability when women work with other women and an innate sense of care for what they are going through. I know first-hand, the financial challenges that women face, and I appreciate how difficult it is to work with someone that doesn’t understand your needs.

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.

WeRise is about making room for women & their financial planning needs in a landscape that has traditionally been saturated BY and FOR men

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.

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