RISE Capital

RISE Capital: financial planning with a focus on values

RISE Capital is a financial advisory firm that presents itself as a team of planners dedicated to helping individuals and families manage their wealth and assets. Its approach is built around retirement confidence and preserving clients' personal values, with communication that explicitly appeals to family, faith and freedom.

The firm was founded by Alexander Angst, a financial advisor with nearly 17 years of experience in the industry. The firm operates under the name RISE Capital, which is a DBA of OneSeven, an investment adviser registered with the U.S. Securities and Exchange Commission (SEC). Insurance products are offered through AA Insurance Advisors, LLC.

Planning and wealth management services

RISE Capital's service offering is organized into several areas: financial services, high net worth management, Medicare, long-term care and educational workshops. The firm also offers resources such as informational brochures and a news feed.

The working process is called the RISE Planning Process and consists of four stages: Review, Integrate, Support and Expand. According to the firm, this method seeks to align the client's financial and life goals and explore investment and insurance strategies that may fit each situation.

Publications and outreach

Alexander Angst is the author of the book "RISE to Financial Freedom," in which he sets out his approach to retirement planning, combining financial expertise with values of faith and family. The website allows users to download a chapter of the book after registering their contact details.

The firm maintains a video library and a featured publications section. The website itself states that these publications are not affiliated with RISE Capital or OneSeven and that compensation was provided in exchange for these features.

Corporate structure and regulatory disclosures

OneSeven is an investment adviser registered with the SEC. Registration with the SEC does not imply a certain level of skill or training. The titles listed for individuals associated with RISE Capital represent their role at RISE Capital and not their role at OneSeven. Services are provided under the name RISE Capital, a DBA of OneSeven.

The firm warns that investing involves risk, including the potential loss of principal, and that no investment strategy can guarantee a profit or protect against loss in periods of declining values. The information on the website does not constitute an offer to sell or a solicitation of an offer to buy securities or insurance products. Neither the firm nor its agents may give tax or legal advice. References to protection benefits, safety, security, steady income or lifetime income streams refer only to fixed insurance products and not to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company; annuities may be subject to fees, surrender charges and holding periods that vary by insurance company, and are not FDIC insured.

Contact and client resources

The firm makes it easy to schedule a 15-minute phone call and to request a no-obligation consultation. It also has a secure file upload form and a contact email address. The company's stated mission is "to glorify God by serving good savers with great financial plans."

Location and contact

Email: info@risecapitalusa.com