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Arise Private Wealth
- Financial Services
- Rolling Hills Estates, CA
About this business
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.
Location details
550 Silver Spur Road, Suite 350, Rolling Hills Estates, CA, 90275, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| 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. | |
| Sat | Closed | |
| Sun | Closed |
Arise Private Wealth has been such a blessing. Words cannot express how much we appreciate Sathya and her team. Their expertise, constant support, going that extra mile all of the time. They show such compassion for the entire family that is involved. My mother Sunnie, is almost 97 years old. She thought she had everything in order with her many trusts, investments, and savings accounts. So much of it was outdated. Sathya was able to help us get incredibly organized and took such a burden off of me, Sunnie‘s eldest daughter.... read more
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!!
I have been with Sathya as my financial advisor for several years now and she is the most caring, motivational, professional, knowledgeable and inspiring woman I know. My accountant referred me to her after my divorce and she has looked out for my best interest since. The entire team at Arise is always so friendly and warm and makes me feel like family rather than just another client. I would recommend anyone to this company and assure that you will be in the very best hands with people you can completely trust!
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!
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
Frequently asked questions about Arise Private Wealth
How is Arise Private Wealth rated?
Arise Private Wealth has a 5 star rating with 10 reviews.
When is Arise Private Wealth open?
Arise Private Wealth is closed now. It will open tomorrow at 7:00 a.m.