Rise Private Wealth Management

Our Mission:Deliver financial advice that brings you confidence, simplicity, and success.

Our Core Values:Integrity, Health, Family, Client Focus, Growth, and Philanthropy

As a premier asset and wealth management firm, we have the strength and expertise to serve a full range of consumer financial needs and walk clients through some of the tough financial choice’s life brings about. Our team is diverse and comprised of many areas of specialties, opinions, and views.


Advisors

Robert A Bonfiglio

Robert A Bonfiglio

MBA, CFP®, ChFC®

Private Wealth Advisor

Co-Founder of Rise Private Wealth Management
Visit Robert A Bonfiglio's website
Brent Kiley

Brent Kiley

CFP®, ChFC®, CRPC®

Private Wealth Advisor

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

Christopher Kinnane

CRPC®

Private Wealth Advisor

Managing Partner of Rise Private Wealth Management
Visit Christopher Kinnane's website
Justin Hall

Justin Hall

CFP®, CRPC®, CRPS®, APMA®

Financial Advisor

Managing Partner of Rise Private Wealth Management
Visit Justin Hall's website
Ryan McCabe

Ryan McCabe

CFP®

Financial Advisor

Managing Partner of Rise Private Wealth Management
Visit Ryan McCabe's website
Troy Aarthun

Troy Aarthun

Financial Advisor

Visit Troy Aarthun's website
Steven Bissonnette

Steven Bissonnette

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Steven Bissonnette's website
Nancy Burt

Nancy Burt

APMA®

Financial Advisor

Visit Nancy Burt's website
Shanna Chasse

Shanna Chasse

CRPC®, APMA®

Financial Advisor

Visit Shanna Chasse's website
Katie Geery

Katie Geery

MBA, APMA®, CRPC®

Financial Advisor

Visit Katie Geery's website
Steven Gonyaw

Steven Gonyaw

CFP®, APMA®, CRPS®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Steven Gonyaw's website
Craig Guinta

Craig Guinta

CFP®, CMFC®, APMA®, AWMA®

Financial Advisor

Visit Craig Guinta's website
Sharon J Hickey

Sharon J Hickey

ChFC®, CASL®

Associate Financial Advisor

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

Sonia Hicks

APMA®, CRPC®

Financial Advisor

Visit Sonia Hicks's website
Craig Holman

Craig Holman

CFP®

Financial Advisor

Visit Craig Holman's website
Kevin Kimball

Kevin Kimball

Financial Advisor

Visit Kevin Kimball's website
James Livolsi

James Livolsi

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit James Livolsi's website
Adam Mulia

Adam Mulia

APMA®

Financial Advisor

Visit Adam Mulia's website
Jennie Parisi

Jennie Parisi

APMA®, CRPC®

Financial Advisor

Visit Jennie Parisi's website
Karen O'Rourke

Karen O'Rourke

CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Karen O'Rourke's website
Charlene D Thibeault

Charlene D Thibeault

APMA®

Financial Advisor

Visit Charlene D Thibeault's website
Jay Riley

Jay Riley

Financial Advisor

Visit Jay Riley's website
Suzanne Crociati

Suzanne Crociati

AWMA®

Financial Advisor

Visit Suzanne Crociati's website

Team

Nicole Spaulding

Nicole Spaulding

Operations Director

Kristina Michalewicz

Kristina Michalewicz

Office Manager

Emma Biedrzycki

Emma Biedrzycki

Marketing Manager

Kristen Crimmins

Kristen Crimmins

Practice Manager

Gabriella Gineo

Gabriella Gineo

Client Service Coordinator

Cynthia Goldsmith

Cynthia Goldsmith

Client Service Coordinator

Stella Macua

Stella Macua

Client Service Coordinator

Katelin McSherry

Katelin McSherry

Client Service Specialist

Brittany Mitchell

Brittany Mitchell

Client Service Coordinator

Jennifer Noseworthy

Jennifer Noseworthy

Client Service Coordinator

Hannah Pierce

Hannah Pierce

Operations Specialist

Michelle Provencher

Michelle Provencher

Client Service Coordinator

Elizabeth Therrien

Elizabeth Therrien

Client Service Coordinator

Nick Trombetta

Nick Trombetta

Investment Manager

James Trotter

James Trotter

Client Service Coordinator

Lisa Young

Lisa Young

Insurance Specialist,

Certified Long Term Care®

Qualifications

  • CLTC®
  • CPRC®
  • BFA™
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Bernard Gillis

Bernard Gillis

Intern