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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

BAE Systems Retirement Planning Dinner

Rise Private Wealth Management is knowledgeable and experienced at helping many people toward retirement. We invite you to join us in person on December 7th or virtually on December 8th for a Retirement Planning Seminar, with insights gained from the BAE Systems Retirement plans.

Financial Advisor Katie Geery, CFP®, MBA, APMA®, CRPC® and Private Wealth Advisor Nancy Burt APMA®, CRPC®, BFA™ will be presenting a discussion specifically designed for current and former BAE Systems employees to share how you can optimize the available options to help secure your retirement.

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

We will review:

-The hidden potential in your 401(k) plan

-Some important features of your pension plan

-Building a source of tax-free income for your retirement

-Estate planning benefits available to you … and more

To learn more, join us for dinner and a discussion on retirement planning. Spouses and significant others welcome. Also, feel free to share this with your BAE Systems colleagues.

BAE Systems Retirement Planning Virtual Seminar

Financial Advisor Katie Geery, CFP®, MBA, APMA®, CRPC® and Private Wealth Advisor Nancy Burt APMA®, CRPC®, BFA™ will be presenting a discussion specifically designed for current and former BAE Systems employees to share how you can optimize the available options to help secure your retirement.

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

We will review:

- The hidden potential in your 401(k) plan

- Some important features of your pension plan

- Building a source of tax-free income for your retirement

- Estate planning benefits available to you … and more

To learn more, join us for dinner and a discussion on retirement planning. Spouses and significant others welcome. Also, feel free to share this with your BAE Systems colleagues.

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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