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We honor our relationship with you and believe that establishing a long-term client relationship takes time, consistent communication and only prospers with mutual respect and a commitment to one another. Our firm provides high touch advisory services, designed for high-net worth individuals and families who are committed to their future, respect our tenure and value our expertise. Working with our team you can expect a relationship that is built to last through any event that life may bring you.
550 Silver Spur Road, Suite 350, Rolling Hills Estates, CA, 90275, United StatesGet directions
|Mon||7:00 a.m. to 4:00 p.m.|
|Tue||7:00 a.m. to 4:00 p.m.|
|Wed||7:00 a.m. to 4:00 p.m.|
|Thu||7:00 a.m. to 4:00 p.m.|
|Fri||7:00 a.m. to 4:00 p.m.|
Sathya and Steve are top notch financial advisors! They have guided us professionally and personally for many years. In addition, the support staff is incredible! Each and every contact with Arise feels like a conversation with family members. My wife and I highly recommend this firm!!
Bottom line up front, Arise Private Wealth is totally trustworthy, concerned and invested in my financial well-being. I have been with Sathya since I retired about 10 years ago. I chose the team on the basis of my brother's recommendation, as he had been with them for years prior to that. I have never questioned my decision. Sathya understands my financial goals and her recommendations have always been offered with a full explanation of the reasons for making any investment decision. My portfolio is very modest compared... read more
Both Steve and Sathya have been our financial advisors for many years (Steve for over 25!). Because of their expertise and advice, I was able to retire early. They care for their clients and work hard to insure their client's success. They are excellent in their communications, account management, and periodic status reviews and planning. They and their staff are always available to answer any questions or respond to requests in a timely manner. I highly recommend Arise Wealth Management for your financial planning needs!
It is my privilege to highly recommend Arise Private Wealth without reservation. Sathya Chey has been our family advisor for 10 years. She is totally dedicated to guide each person, each family, each business in the wisest direction to protect and promote the Estate. I personally deeply trust Sathya’s work ethics. What touches me the most is that she is able to bridge domains that seem inconciliables: money matter, authenticity and grace. Arise private Wealth and more precisely Sathya Chey will become your ‘Lighhouse’ in the... read more
Arise Private Wealth has a 5 star rating with 4 reviews.
Arise Private Wealth is open now. It will close at 4:00 p.m.