Broker Check

Climb Every Mountain

It's not just a strategy. It's personal.

The financial landscape is vast and ever growing, with hundreds of companies and available products designed to help millions of people. Status quo is no longer sufficient! No two clients have the same concerns, and no two clients should have the same cookie cutter financial strategy.

Let's Talk

Our ServiceS

RISE offers nimble and agile investment & planning strategies that are tailored to address our client’s unique requirements and the realities of our ever-changing world. We take a holistic view which matches our client’s financial goals to personalized advice on a wider range of wealth management topics.

<sup>Financial Planning</sup>

Financial Planning

Creating a life map involves a close review of personal finances and an assessment of other building blocks.

Learn More
<p class=""><sup>Investments</sup>


Create an investment strategy that's right for you.

Learn More
<sup>Retirement</sup> <sup>Planning</sup>

Retirement Planning

Manage your affairs during your lifetime and beyond.

Learn More
<sup>Estate Planning</sup>

Estate Planning

We look forward to helping you and your loved ones explore their financial goals.

Learn More


Insurance transfers the financial risk of life's events to an insurance company.

Learn More
<sup>Tax Strategies</sup>

Tax Strategies

Understanding tax strategies and managing your tax bill should be part of any sound financial approach.

Learn More
<sup>High Net Worth</sup>

High Net Worth

One of the keys to a sound financial strategy is spending less than you take in, and then finding a way to put your excess to work.

Learn More
<sup>Business Planning</sup>

Business Planning

Our firm specializes in helping individuals develop sound retirement strategies.

Learn More

We're Here For You!

Since 2014, we have helped nearly 1,000+ client's across multiple different states. We've helped people just like you explore their goals -- and in many cases, meet them.

Contact Us

Helpful Content

Curated articles, videos, and more for a financially savvier you.

Budgeting After a Divorce

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Learn More
Eight Mistakes That Can Upend Your Retirement

Eight Mistakes That Can Upend Your Retirement

There are common mistakes you can avoid when saving for retirement.
Learn More
Ways to Supplement Your Medicare Coverage

Ways to Supplement Your Medicare Coverage

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.
Learn More

8 Timeless Principles of Investing

Financial planning doesn't have to be overwhelming. Download this guide to get some bite-sized pieces of timeless financial advice.

What Our Team Has to Say:

Taylor Bottom, CRPC®

Owner of RISE WMP & LPL Financial Advisor

Alexis Hall

Practice Manager & Administrative Assistant

Have a Question?

Thank you!