Rise Private Wealth Management

To achieve your financial goals and preserve your assets — today and tomorrow,it’s important to prepare for the unexpected. In our practice, we use our exclusive Confident Retirement®approach to recommend balanced and personalized asset and risk management strategies. Whether health, life, disability, income or long-term care insurance, we suggest solutions and coverage levels to suit you and your needs.Whatever life sends your way, you’ll feel better knowing you are protecting yourself and your loved ones.



Advisors

Robert A Bonfiglio

Robert A Bonfiglio

Private Wealth Advisor

Chief Executive Officer of Rise Private Wealth Management
Visit Robert A Bonfiglio's website
Brent Kiley

Brent Kiley

Private Wealth Advisor

Chief Financial Officer of Rise Private Wealth Management
Visit Brent Kiley's website
Christopher Kinnane

Christopher Kinnane

Private Wealth Advisor

Managing Partner
Visit Christopher Kinnane's website
Justin Hall

Justin Hall

Financial Advisor

Managing Partner
Visit Justin Hall's website
Ryan McCabe

Ryan McCabe

Financial Advisor

Managing Partner
Visit Ryan McCabe's website
Troy Aarthun

Troy Aarthun

Financial Advisor

Visit Troy Aarthun's website
Steven Bissonnette

Steven Bissonnette

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Steven Bissonnette's website
Gene Bodden

Gene Bodden

Financial Advisor

Vice President
Visit Gene Bodden's website
Nancy Burt

Nancy Burt

Financial Advisor

Visit Nancy Burt's website
Shanna Chasse

Shanna Chasse

Financial Advisor

Visit Shanna Chasse's website
Steven Gonyaw

Steven Gonyaw

Financial Advisor

Visit Steven Gonyaw's website
Craig Guinta

Craig Guinta

Financial Advisor

Visit Craig Guinta's website
Sharon J Hickey

Sharon J Hickey

Associate Financial Advisor

Chartered Advisor for Senior Living®
Visit Sharon J Hickey's website
Sonia Hicks

Sonia Hicks

Financial Advisor

Visit Sonia Hicks's website
Craig Holman

Craig Holman

Financial Advisor

Visit Craig Holman's website
Michael Humphries

Michael Humphries

Financial Advisor

Associate Vice President
Visit Michael Humphries's website
Kendra Kearney

Kendra Kearney

Financial Advisor

Visit Kendra Kearney's website
Kevin Kimball

Kevin Kimball

Financial Advisor

Visit Kevin Kimball's website
James Livolsi

James Livolsi

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit James Livolsi's website
Karen O'Rourke

Karen O'Rourke

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Karen O'Rourke's website
Jennie Parisi

Jennie Parisi

Financial Advisor

Visit Jennie Parisi's website
Dustin Roeder

Dustin Roeder

Financial Advisor

Visit Dustin Roeder's website
Charlene D Thibeault

Charlene D Thibeault

Financial Advisor

Visit Charlene D Thibeault's website

Team

Nicole Spaulding

Nicole Spaulding

Operations Director

Nick Trombetta

Nick Trombetta

Investment Manager

Hannah Pierce

Hannah Pierce

Operations Specialist

Lori Jowers

Lori Jowers

Operations Manager

Kristina Michalewicz

Kristina Michalewicz

Office Manager

Brittany Abbott

Brittany Abbott

Client Service Specialist

Brendan Beaulieu

Brendan Beaulieu

Client Service Specialist

Ernest Druan

Ernest Druan

Client Service Specialist

Cynthia Goldsmith

Cynthia Goldsmith

Client Service Specialist

Stella Macua

Client Service Specialist

Wanda Madden

Wanda Madden

Client Service Specialist

Jennifer Noseworthy

Jennifer Noseworthy

Client Service Specialist

Michelle Provencher

Michelle Provencher

Client Service Specialist

Elizabeth Therrien

Elizabeth Therrien

Client Service Specialist

Gabriella Gineo

Gabriella Gineo

Client Service Specialist

Katelin McSherry

Katelin McSherry

Client Service Specialist

Alex Richard

Intern