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

why

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.
signature-blue-01
WeRise is about making room for women & their financial planning needs in a landscape that has traditionally been saturated BY and FOR men
WeRise Financial Planning

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.

    sign up for investment news

    Subscribe to our newsletter for information on upcoming event and strategic investment information

    follow along

    …
    • Home
    • About
    • Contact
    • Privacy Policy
    • Disclaimer

    © 2020 copyright WeRise Financials // All rights reserved Site Development by Concept168

    BC-box-check_xsm Created with Sketch.

    Registered Representative, Securities offered through Cambridge Investment Research Inc. A Broker/Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc. A Registered Investment Advisor. Cambridge and Evergreen Wealth Managers LLC are not affiliated.

    This communication is strictly intended for individuals in the states of CA, CO, FL, GA, ID, IN, MD, NY, OR, TX, WA. No offers may be made or accepted from any resident outside of the specific states referenced.

    This website uses cookies to improve your experience. For more information view Our Cookie Policy. Cookie settingsACCEPT REJECT
    Cookies Policy

    Privacy Overview

    This website uses cookies to improve your experience while you navigate through the website. Out of these cookies, the cookies that are categorized as necessary are stored on your browser as they are essential for the working of basic functionalities of the website. We also use third-party cookies that help us analyze and understand how you use this website. These cookies will be stored in your browser only with your consent. You also have the option to opt-out of these cookies. But opting out of some of these cookies may have an effect on your browsing experience.
    Necessary
    Always Enabled

    Necessary cookies are absolutely essential for the website to function properly. This category only includes cookies that ensures basic functionalities and security features of the website. These cookies do not store any personal information.

    Non-necessary

    Any cookies that may not be particularly necessary for the website to function and is used specifically to collect user personal data via analytics, ads, other embedded contents are termed as non-necessary cookies. It is mandatory to procure user consent prior to running these cookies on your website.