A complete list of active advisors currently associated with RightWise Wealth

Warmer can help you find a great advisor at RightWise Wealth or one who fits your needs even better.

RightWise Wealth serves a small roster of individual clients, describing its clientele as high-earning accumulators, and provides comprehensive financial planning alongside discretionary investment management and facilitated tax-filing services through a partner (Ontrail, Inc., dba Uprise). The firm also offers optional direct-indexing strategies implemented through third‑party platforms (e.g., Qorus) and provides abbreviated or affiliate-only planning options for employees and firm affiliates. The firm’s investment approach centers on Modern Portfolio Theory supplemented by factor‑based strategies, implemented primarily with ETFs, mutual funds, and selected third‑party managers; RightWise emphasizes diversification, low‑cost implementation, and tax-aware considerations. Its client service model uses a structured series of meetings in the first year followed by annual reviews and optional quarterly check‑ins, and investment management is available only to clients who also elect the firm’s financial planning services (with an exception for affiliates). Distinctive features relative to many supported peers include the planning‑first requirement before providing investment management, the firm’s facilitation of tax return preparation via a subcontracted provider, and availability of direct indexing through third‑party platforms — all offered by a compact team managing modest assets. The firm does not sponsor any wrap‑fee programs, conducts oversight of selected third‑party managers and models, and custodial and fee‑calculation services are provided through Charles Schwab.

To learn more about the advisors currently working at RightWise Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.