Rightwise Wealth

Overview

Rightwise Wealth is an independent, privately owned advisory firm that serves individuals and families. Organized as a corporation and operated by an individual owner, the firm offers financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its client fees are charged as a percentage of assets under management and via fixed fees. The firm reports an equity-focused investment posture and identifies itself as an active ESG investor, which it factors into manager selection and portfolio construction. Rightwise Wealth also functions as a capital allocator, directing client capital to third-party managers when appropriate rather than relying solely on in-house product. That orientation supports its practice of blending liquid public market exposures with allocations to alternative strategies such as real estate and private credit.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices