3561 East Sunrise Drive, Suite 129
We aren't the large household name, and that is by design. Real, personal financial management can't be achieved through cookie cutters and corporate agendas.
At Rise we are committed to, and proud of, our status as a fully independent registered investment advisory firm. We leverage the strength of the largest financial institutions while maintaining allegiance to only you.
David is the Founder of Rise Private Wealth Advisors and serves as the Portfolio Manager. He is an Investment Advisor Representative, and is licensed for annuities and insurance. With a passion for research and education, David has developed tremendous professional experience, specializing in portfolio design & management, annuities, and tax-efficient retirement planning strategies. In his career David has served as a Portfolio Manager to publicly traded mutual funds and has been a guest speaker at large forum educational events for investors and peer professionals.
Alastair is a Partner at Rise Private Wealth Advisors, a Fiduciary Investment Advisor Representative, and is licensed for annuities and life insurance. He is an Accredited Wealth Management Advisor (AWMA®) and a Chartered Retirement Planning Counselor (CRPC®). Alastair has developed an impressive career through time spent with independent firms as well as large wire houses such as Merrill Lynch/Bank of America & PNC Bank. With a breadth of professional experience and tremendous personal character, Alastair embodies precisely what RPWA aims to be for the people we serve.
The landscape of financial choices is immense. Leveraging it to provide the right tools, vehicles, and successful outcomes for our clients is what we do best.
We partner with many of the most respected, well-known companies in the industry to deliver clients the resources, knowledge, and first-class standard of service they should expect from their advisor.