Rise Private Wealth Management

If you want to be able to count on 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 customized asset and risk management strategies. Whether health, life, disability income or long-term care insurance, we suggest solutions and coverage levels to best suit each client. 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

Visit Robert A Bonfiglio's website
Brent Kiley

Brent Kiley

Private Wealth Advisor

Visit Brent Kiley's website
Christopher Kinnane

Christopher Kinnane

Private Wealth Advisor

Visit Christopher Kinnane's website
Justin Hall

Justin Hall

Financial Advisor

Visit Justin Hall's website
Ryan McCabe

Ryan McCabe

Financial Advisor

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Troy Aarthun

Troy Aarthun

Financial Advisor

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Steven Bissonnette

Steven Bissonnette

Financial Advisor

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Gene Bodden

Gene Bodden

Financial Advisor

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Nancy Burt

Nancy Burt

Financial Advisor

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Shanna Chasse

Shanna Chasse

Financial Advisor

Visit Shanna Chasse's website
Steven Gonyaw

Steven Gonyaw

Financial Advisor

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Craig Guinta

Craig Guinta

Financial Advisor

Visit Craig Guinta's website
Sharon J Hickey

Sharon J Hickey

Associate Financial Advisor

Visit Sharon J Hickey's website
Sonia Hicks

Sonia Hicks

Financial Advisor

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Craig Holman

Craig Holman

Financial Advisor

Visit Craig Holman's website
Michael Humphries

Michael Humphries

Financial Advisor

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Kendra Kearney

Kendra Kearney

Financial Advisor

Visit Kendra Kearney's website
Kevin Kimball

Kevin Kimball

Financial Advisor

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James Livolsi

James Livolsi

Financial Advisor

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Karen O'Rourke

Karen O'Rourke

Financial Advisor

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Jennie Parisi

Jennie Parisi

Financial Advisor

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Dustin Roeder

Dustin Roeder

Financial Advisor

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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