Rise Wealth Management

Clear Ridge Wealth Management, located in Kalamazoo, MI, is a fee-only Registered Investment Advisor that prioritizes fiduciary responsibility by ensuring that all recommendations are tailored to the best interests of their clients. The firm excels in holistic wealth management, combining investment strategies with tax planning, estate management, and charitable giving to meet the unique financial goals of individuals and families.

With a commitment to academic research and evidence-based strategies, Clear Ridge maintains a client-centric approach, emphasizing long-term relationships and personalized financial plans. As independent advisors, they leverage industry insights from thought leaders to deliver sophisticated solutions, fostering a supportive environment where clients can focus on their personal aspirations and well-being.

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