Risen Wealth Management: Portfolio & Retirement Strategies

Your Vision.
Our Stewardship.

At Risen Wealth Management Group, we walk beside you with clarity, care, and conviction.

We help you build a financial strategy that reflects your values, honors your purpose, and frees you to focus on what matters most.

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Our Process

We create strategies that are tailored to your needs and goals.

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Our History

Years of experience have prepared us to guide you through your life transitions.

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Who We Are

Our team is united by a simple belief: that your financial life should reflect your values, your purpose, and the legacy you hope to build.

Risen Wealth Management Group, we are a planning-first team, committed to helping you make confident, meaningful financial decisions that align with what matters most to you, whatever your season of life.

We collaborate intentionally, listen deeply, and bring disciplined strategy to every relationship.

Meet Our Team

How We Help

We partner with you to create a clear, purpose‑driven plan that supports the life you’ve worked hard to build and the legacy you hope to leave.

Our wealth management approach integrates retirement income planning, wealth management, risk protection, estate strategy, and tax efficiency. We take a comprehensive view of your financial picture, we uncover inefficiencies, address blind spots, and align your resources so your wealth can serve you and those you love with confidence and intention.

Financial Planning

Intentional planning, unique to your goals and dreams.

Enjoy all life has to offer.

Wealth Management

Guidance intended to help grow, protect, and simplify your financial life.

Retirement Income Planning

Built around your personal goals, so you can sustainably enjoy your retirement on your terms.

Risk Management

Protect and care for the people that matter most to you. Prepare and plan for what life may have in store.

Taxes

Smart planning intended to help you keep more of what you earn.

Estate Planning

With sensitivity and care, we'll help create an estate strategy that cares for your loved ones and reflects your values.

What Sets Us Apart

You're looking for more than just a single product or account, only to hear from your financial professional when your tax documents are ready.

You're looking for a plan tailored to your specific goals, relevant education, and financial advisors you can build a lasting relationship with.

Clients like you are the reason why we live by the following quote:

“Coming together is a beginning; keeping together is progress; working together is success.” -Edward Everett Hale

This isn't simply a quote we like, at Risen Wealth Management Group it's the lens for how we serve our clients best.

Our team-based, planning-first approach benefits the families we serve through the collective insight of financial advisors who collaborate intentionally, communicate clearly, and care deeply.

Along with our combined professional experience of 60+ years, we bring our personal experience as parents, spouses, neighbors, and friends who understand the real-life decisions our clients face.

We walk alongside you and your family, committed to helping your financial life reflect what matters most to you.

Success is built together, one step at a time.

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See What Our Clients Have to Say

"For anyone seeking a dedicated and professional financial planning team, we've had a very positive experience with Risen Wealth. My husband and I have always appreciated the personal service we receive. Working with their team has given us greater confidence as we plan for retirement."

- Claire S.

Claire S. is a current client and was not compensated for the testimonial. Their testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202711- 9771918

"Discussing my financial situation used to feel overwhelming, but Hannah has made these conversations comfortable by listening and guiding me without judgment. She's smart, kind, and personable.
Based on my experience, I would recommend Hannah and her team to others seeking financial guidance."

- Teresa S.

Teresa S. is a current client and was not compensated for the testimonial. Their testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202711-9771918

"When it comes to your finances, it's important to work with professionals you trust. The team at Risen Wealth Management Group has been knowledgeable and helpful throughout our relationship.
We've worked with them for over 10 years and appreciate the care they provide.
I feel confident referring them to others because of the positive experience we've had."

- Thomas L.

Thomas L. is a current client and was not compensated for the testimonial. Their testimonial may not be representative of the experience of other clients and is not indicative of future performance or success. CRN202711- 9771892

Call Us

(704) 310-5869

Address

Salisbury Office - Main Office

1919 Statesville Boulevard

Salisbury, NC 28144

Harrisburg Office

6451 Morehead Rd

Harrisburg, NC 28075

Charlotte Office

4350 Congress Street

Suite 300

Charlotte, NC, 28209

Your Vision. Our Stewardship.