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Vincent D

CFP®, Series 65

Chicago, IL

RISE Investment Management, LLC

Vincent DeCrow is a financial advisor at RISE Investment Management, LLC (dba RISE Investments) with 7 years of direct industry experience. He holds the Series 65 designation and has worked at RISE since 2019, following roles at Origin Investments and Duff & Phelps, LLC. RISE Investments provides discretionary investment management and financial planning services to individuals, high-net-worth clients, families, trusts, businesses, retirement plans, and non-profit organizations. The firm emphasizes long-term equity ownership, tax efficiency, and diversified portfolio construction, offering access to private placements and manager-of-managers solutions.

Private / alternative investments Real estate investing Tax-loss harvesting Retirement withdrawal strategies Cash flow / budgeting Founder/Business Owner Executive Retired Consultant Real Estate Professional Mid-Career Professionals HENRY (High Earners, Not Rich Yet) Retired Approaching retirement Established Professionals
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Thomas V

CFP®, CFA®

Chicago, IL

RISE Investment Management, LLC

Thomas Van Spankeren is a CFP® and CFA® with one year of industry experience. He is affiliated with RISE Investment Management, LLC and previously worked at Voyage Point Wealth Management and Bank of America Private Bank. RISE Investment Management serves individuals, families, trusts, businesses, retirement plans, and non-profit organizations by providing discretionary investment management along with financial planning and consulting services. The firm emphasizes long-term, owner-oriented equity selection, tax efficiency, and diversified exposure across multiple asset classes, including private placements and independent managers.

Private / alternative investments Real estate investing Tax-loss harvesting Retirement income strategy Cash flow / budgeting Founder/Business Owner Retired
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