RISE Capital - Tampa, Florida

Wendy D.

I have known Alex Angst since 2017 when my husband and I chose him to help us with our financial planning. Alex saw us through planning for our retirement and then implementing our retirement plans as my husband brought his teaching career to a close.

Since October 2021, when my husband passed away, Alex has been there for me to help navigate through the needed procedures and paperwork that come with the death of a spouse.

Alex is knowledgeable, competent, and detail-oriented. He strives for excellence in all that he does.

The thing that sets Alex apart is his integrity. Alex is trustworthy. I never doubted he had my best interest in mind as we made decisions about my future. Alex truly lives The Golden Rule. I highly recommend him.

HeartShine H.

I have been working with Alex Angst over the last two years and I couldn’t be happier with the service I’ve received. From our very first meeting, he took the time to understand not only my financial goals and concerns but really focused on how I was feeling emotionally in terms of my expectations of retirement.

He has been incredibly knowledgeable and patient, guiding me through the complexities of investing and financial planning. Alex provided tailored advice that has helped me build a new wellness studio space, and saving for my future retirement and plans for travel.

Communication has always been clear and timely, and I appreciate his willingness to answer all my questions, no matter how trivial they may seem. I feel confident in my financial future, thanks to Alex.

I highly recommend Alex to anyone looking for a reliable and expert financial advisor!

Pietro C.

Highly recommend Alex and his firm for personal wealth management and general financial planning, especially for retirement planning. My wife and I met and began working with Alex several years ago and have developed a trusting professional as well as personal relationships. Alex developed a financial plan for our retirement years, considering our investment goals and objectives, and has regularly and routinely worked with us to make sure we are on track and satisfied with our progress. Alex is knowledgeable, experienced and most importantly personally invested in our financial success. A pleasure to work with and reassuring to know that he has our best interests in mind.

Greg E.

We’ve been working with Alex for several years and couldn’t be happier.

As retirement approached it was clear that we needed a financial advisor that understood how to make the most of what we had, how to keep it working for us and safe at the same time. Alex did all of this and left us with such a sense of security and confidence for our financial future. He listened to our needs, implemented a plan that we were both comfortable with and explained everything thoroughly.

We would not hesitate to highly recommend Alex! He is always looking out for our best interest and is readily available when we have questions or any concerns.

Sue M.

My husband and I have been working with Alex for financial management and retirement planning for almost 5 years now. Easily, one of the smartest decisions we've ever made!
Alex is so incredibly good at what he does! Not only is he highly knowledgeable, and a consummate professional, he is also very kind and patient.
Alex Angst has our deepest gratitude as we begin our retirement journey!

Patricia S.

I've been working with Alex Angst since 2018 and I couldn't be more pleased. Alex took the time to understand my financial goals, listened to my concerns, and developed a personalized plan for my long term objective. Alex explained financial concepts in a way that was clear and actionable. The big advantage in working with Alex is his ongoing communication and responsiveness to any of my questions.

I highly recommend Alex to anyone looking for trustworthy, knowledgeable and dedicated financial guidance. I certainly feel confident about my finances thanks to Alex's expertise!!

karen D. H.

Karen Daley Hull- I highly recommend! I have been working with Alex since 2016. I am happy with my Investment plan- Alex is very responsive , confident with decisions, and trustworthy. He has helped me with how to invest, and look at outside services such as family estate planning , tax planning, and preparation in consulting an attorney. Highly Recommend Alex!

Philip O.

I deal directly with the founder Alex Angst. I had a previous relationship with Alex when he was at another wealth management firm.
We initially became acquainted with Alex when I started looking to make a change from another firm with whom I had become dissatisfied. After numerous interviews, with multiple companies, we made a decision to engage with Alex. Best decision we ever made!
Our transition to retirement has been very smooth, and I am happy to report that after almost 5 years of living off our retirement income, we still have the same asset total that we started with. Additionally, with the investment vehicles we have in place, I have never once felt any anxiety as a result of market volatility.
When Alex made the decision to leave his former firm and found his own company, RISE Capital, we made the move to follow him. Our experience with his former firm was very good, but our relationship and our trust is with Alex. I highly recommend you take the time to get to know him and seek out his advice.