Vincent  DeCrow,  CFP<sup>&reg;</sup> - Financial Advisor

Vincent DeCrow, CFP®

Founder and Wealth Advisor

RISE Investments

134 N la Salle St, Ste 1760
Chicago, IL 60602-1005
FINANCIAL ADVISOR'S WEBSITE
(312) 620-4492 CONNECT WITH Vincent
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General

Vincent DeCrow is a CERTIFIED FINANCIAL PLANNER® professional and member of the Financial Planning Association, serving clients at RISE Investments in Chicago, IL and the surrounding communities.

Financial Advisor Overview

Vince is the Founding Principal at RISE, serving as one of RISE's wealth advisors to provide financial planning, tax planning, estate planning, and investment management services to his clients. He enjoys working with and helping clients/families of all shapes and sizes. Vince places an extraordinary amount of effort toward delivering a superior, white-glove client service experience. Vince earned his Bachelor of Business Administration degree from Kent State University and his Master of Science degree in Corporate Finance and Real Estate from The Ohio State University. In addition, Vince is a CERTIFIED FINANCIAL PLANNER® practitioner. Vince is a volunteer at The Shared Table, serving hot meals to homeless Chicagoans through the Catholic Charities of the Archdiocese of Chicago. Outside of the office, he enjoys spending time with his family, being productive with home improvements, traveling, skiing, boating, and golfing. Vince resides in the Wicker Park neighborhood of Chicago with his wife, Jackie, and their mini Bernedoodle. RISE Investments is a independent wealth management firm. We are a fiduciary and fee-only. We provide individuals and families with comprehensive financial planning, tailored investment management, tax-optimization, and estate planning services. We specialize in working with mid-career professionals, high-net-worth individuals and families, retirees, and small business owners.

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Financial Advisor Experience

10+ years 401(k) rollovers, Roth IRA conversions, Restricted Stock Units and Employee Stock Purchase Plans, Tax-efficient investment management, estate planning strategies, college funding strategies, retirement and income planning, tax planning, real estate, limited partnerships, small business owner retirement plans.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

65

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER®

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Buying a Home, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Business Taxes, Disaster Recovery, Estate Planning, Investment Management, Corporate Finance, Employee Benefits, Limited Partnerships, Mutual Funds, Irregular Income, Getting Married, Job Loss, Real Estate, Retirement, Stocks & Bonds, Life Planning, Startup, Succession Planning, Starting a Family, Tangible Assets, Sudden Wealth, Men's Finances, Nontraditional Households, Personal Taxes, Women's Finances

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Helpful Financial Planning Resources