A modern firm helping high-earners organize and optimize their whole financial lives

Fiduciary & Independent

About RightWise Wealth

Meet Our Team

Our mandate is your full financial life

The first generation of financial advisors

“My job is to help you access products”

The original financial advisors were brokers; their job was to pick up the phone and help you buy a stock. Your relationship was transactional, there may have been no fiduciary relationship, and you paid commissions on products.

The next generation

“My job is to help you invest with a strategy”

The next generation of advisors view their job as just managing your accounts. To the extent it affects those accounts, or as an amenity, they may have a bigger conversation with you — but your broader financial life is outside how they see their mandate.

The emerging generation

“My job is to advise your full financial life”

RightWise is part of the newer generation of financial advisors. We view our scope broadly, from the dynamics in your marriage, to your workplace benefits, to your budget — and yes, your investing, too. Our job is not just numbers, but also conversation and counsel, and support for execution and implementation.

Who We Help

We predominantly work with high-earners in their 30s and 40s who have hit an inflection point of complexity where precepts like “spend less than you earn” isn’t enough anymore

Understand tradeoffs across multiple goals and complex wealth inputs with a holistic perspective and a partner for your project management
Maximizing benefits, planning for taxes, and custom investment implementation for those whose earnings are characterized by alphabet soup
End-to-end financial resiliency for those who proudly row their own canoe (and may or may not be in partnerships otherwise)
Protect your family, provide for your futures, and let us take over the paperwork along the way
Make every dollar work harder as both college tuition and retirement pull into focus