The financial services industry is failing our generation. We’re here to make a change.
Ryse Capital Management was built for 7 and 8 figure business owners who expect more from their relationship with a financial advisor. You’ve worked hard to build your wealth—you deserve a financial partner who brings real expertise, proactive strategies, and a modern approach that puts your success first.
We’re not your father’s financial advisor.
The old-school financial industry was built for a different era—one where clients were hardly contacted, charged high fees, and handed cookie-cutter investment plans. That’s not how we do things.
At Ryse Capital, we take an active approach, building custom portfolios tailored to your goals, optimizing your taxes, and making sure your financial plan actually works for you.
No hidden fees. No generic model portfolios. Just real financial expertise designed for people who value a more personal way to manage wealth.
Meet Patrick.
I founded Ryse Capital Management to provide a hands-on, personalized approach to wealth management—one designed for successful business owners who need more than a generic financial plan.
After working for a few different firms, I saw firsthand how the financial industry underserves high-earners and high-net-worth business owners. Too many advisors push commissionable products or charge high asset management fees, and fall flat when it comes to communication, planning, or doing what’s actually right for their clients. That never sat right with me.
My approach is proactive and personalized, focusing on tax optimization, strategic investments, and financial planning that adapts to your everyday life. My goal is to help successful people simplify their finances, make confident decisions, and buy back their time—so they can focus on what really matters.
When I’m not working with clients, I’m probably at the gym, camping, or playing Dungeons & Dragons.
We believe that Financial advice should be simple, transparent, and built around your life.
✅ Flat Fees Over AUM – You should pay for what you get, not based on your new worth.
✅ Active Investment Management – Your investment strategy should reflect your goals and values.
✅ Tax Efficiency First – Because keeping more of your money matters.
✅ Clear Communication – You deserve an advisor who actually keeps you in the loop.
We’re here to give you the financial clarity and confidence you need to focus on what matters most—growing your business, spending time with family, and enjoying the success you’ve built.