Working with your goals, Raise will create a financial plan that moves you forward.
CLIENT PORTAL
Right Capital is the software we use to organize and analyze your information into your unique, ever-evolving financial plan that is always at your fingertips.
Visit Schwab to view your investments that we manage, to move money, or to access statements and tax forms.
For your privacy, do not email messages or documents containing identity or account information. To share information or files securely with Raise, upload via Sharefile. Other applications we may periodically use to communicate with you include PreciseFP (for gathering data) or AdvicePay (for billing).
Existing clients can use this link to schedule a meeting.
Questions? Trouble accessing something online? Please call or text us at (510) 410-8933
