Las Vegas, NV Office

RightWise Wealth is a small advisory firm that serves individual clients, including high‑net‑worth households, and provides comprehensive financial planning alongside discretionary investment management. The firm also facilitates tax return filing through a third‑party provider and offers access to estate‑planning software as part of its planning services.

Investment decisions are guided by Modern Portfolio Theory and implemented primarily with ETFs, mutual funds, and factor‑based strategies, with discretionary trading authority exercised in line with documented client objectives and risk tolerances. RightWise structures planning with a more intensive first year of meetings followed by annual reviews and generally makes investment management available only to clients who elect its financial planning service.

Noteworthy operational features include the firm’s small scale (three advisors and approximately $13.7 million in AUM) and its requirement that clients custody assets at Charles Schwab Advisor Services; the firm does not sponsor a wrap fee program and does not aggregate trades across accounts. RightWise also integrates third‑party implementation tools—direct indexing through providers such as Quorus, tax‑filing facilitation via Uprise, and access to Vanilla estate‑planning software—while disclosing that related third‑party fees are separate and that it receives no referral compensation.