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Background and qualification information is available at FINRA's BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

What you can expect when you work with our team

At Rise Private Wealth Management, our team of  financial advisors in the Seacoast NH areas, including Bedford NH & Portsmouth NH, as well as Central Maine, MA, FL & KS are dedicated to ensuring that you feel confident, connected, and completely in control of your financial life. We understand the importance of receiving the right financial advice to effectively prepare for life’s circumstances, both anticipated and unforeseen.

By choosing to partner with us, you can expect the following benefits:

  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress, and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

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Events

Raytheon Retirement Planning Seminar

Are you ready to embark on a journey toward your ideal retirement? Rise Private Wealth Management invites you to join an exclusive Retirement Planning Seminar for current and former Raytheon employees, designed to empower you with the knowledge and strategies needed to craft a retirement plan tailored to your aspirations. While Raytheon does not sponsor us, our value comes from the experience we have gained working with your current and former colleagues.

  • Gain insights into effective retirement planning strategies.
  • Learn how to maximize key features specific to your benefit plans.
  • Explore options for managing your retirement income.
  • Network with like-minded individuals and industry experts.

Double the minds, double the insight! Invite your Raytheon friends and colleagues along to join you!

BAE Systems Retirement Planning Dinner

Are you ready to embark on a journey toward your ideal retirement? Rise Private Wealth Management is knowledgeable and experienced at helping many people toward retirement. We invite you to join an exclusive Retirement Planning Seminar with insights gained from the BAE Systems Retirement plans, designed to empower you with the knowledge and strategies needed to craft a retirement plan tailored to your aspirations.

While BAE Systems does not sponsor us, our value comes from the experience we have gained working with your current and former colleagues.

During this engaging seminar, you will:

- Gain information on the hidden potential in your 401(k) plan.
- Learn how to maximize key features specific to your benefit plan.
- Explore options for managing your retirement income.
- Network with like-minded individuals and industry experts.

Double the minds, double the insight! Invite your BAE Systems friends and colleagues along to join you!

BAE Retirement Planning Seminar

Are you ready to embark on a journey toward your ideal retirement? Rise Private Wealth Management is knowledgeable and experienced at helping many people toward retirement. We invite you to join an exclusive Retirement Planning Seminar with insights gained from the BAE Systems Retirement plans, designed to empower you with the knowledge and strategies needed to craft a retirement plan tailored to your aspirations.

While BAE Systems does not sponsor us, our value comes from the experience we have gained working with your current and former colleagues.

During this engaging seminar, you will:

  • Gain information on the hidden potential in your 401(k) plan.
  • Learn how to maximize key features specific to your benefit plan.
  • Explore options for maximizing your retirement income.
  • Network with like-minded individuals and industry experts.

Double the minds, double the insight! Invite your BAE Systems friends and colleagues along to join you!

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Financial Advice & Investment Strategy Services

■ Wealth Management

■ Proactive Tax Strategies

■ Risk Management

■ Estate Planning & Legacy Planning

■ Executive Equity Compensation

■ Business Owner Services

■ ESG Portfolio Management

■ Charitable Giving & Donor Advised Funds

■ Alternative to Investment Strategies

■ Personalized Services