Vincent DeCrow, CFP^®

Vince DeCrow is the Founder and Wealth Advisor of RISE Investments. He has over 10 years of experience helping individual and families make informed decisions about investing, tax-optimization, retirement, financial planning, and wealth preservation. Vince founded RISE in 2019 to provide clients with a more comprehensive approach to wealth management; one that integrates investment management with financial planning, tax planning, and estate planning rather than treating each area of a client's financial life in silos. His approach is centered on understanding a client's complete financial picture, identifying the decisions that have the greatest potential impact on long-term wealth, and implementing strategies designed around the client's goals, risk tolerance, time horizon, and tax circumstances. As a fiduciary and CERTIFIED FINANCIAL PLANNER® practitioner, Vince places his clients' interests first and provides advice based on their individual objectives rather than proprietary investment products or sales incentives. He believes effective wealth management requires more than selecting investments; it requires coordinating portfolio construction, tax efficiency, retirement planning, risk management, and estate considerations into a cohesive financial strategy. Vince works with a range of clients, with particular expertise serving high-net-worth families, working professionals, and individuals approaching or transitioning into retirement. He frequently helps clients navigate complex financial decisions involving concentrated investment positions, retirement income, portfolio diversification, tax-efficient investing, business-owner wealth, and the transfer of wealth between generations. Vince’s investment philosophy emphasizes long-term wealth creation, disciplined diversification, tax efficiency, and preservation of capital. His perspective on investing and financial planning has been featured in national and financial media, including CNBC, Barron's, MarketWatch, Forbes, Bloomberg Law, U.S. News, and Crain's Chicago Business. His expertise has covered topics including investment management, retirement planning, portfolio construction, tax planning, diversification, and other issues affecting investors and wealth-management clients. Vince is based in Chicago and works with clients seeking an independent financial advisor and wealth manager to help coordinate their investments, financial plans, tax strategies, retirement objectives, and long-term wealth goals. 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. RISE Investments is a independent wealth management firm. We are a fiduciary and fee-only. We specialize in providing working professionals, high-net-worth individuals and families, and retirees with comprehensive financial planning, tailored investment management, tax-optimization, and estate planning services.

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