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Background and qualification information is available at FINRA's BrokerCheck website.

Our approach

FINANCIAL ADVICE THAT BRINGS YOU CONFIDENCE, SIMPLICITY, AND SUCCESS

The Rise mission, vision, and values were decided upon over many brainstorming sessions together making it a shared team experience much like everything Rise does. A walk through the office space reinforces the Rise team values -- integrity, health, family, client focus, growth, and philanthropy.

Rise Private Wealth Management has a unique culture that truly defines who we are. Our core characteristics are demonstrated by our team members’ behavior and work ethic. Our team members are passionate about what they do and take their work very seriously with the assurance that every client has a 1-1 relationship with their advisor.

Honored to be recognized in Forbes

We are excited to announce that Bob Bonfiglio (#2) and Brent Kiley (#10) have been named in the top ten Forbes Best-in-State Wealth Advisors for 2021. As a list that spotlights top advisors across the U.S., we are proud that they are leading our team to help out clients achieve their financial goals. Thank you to our clients for your trust and the continued opportunity to work with you for making this recognition possible.

Our videos

3 videos

The Ameriprise difference

Ask us about tracking your goals online
Having ongoing access to your goals and progress can help you feel confident, connected and always in control of your financial life.

Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Personal financial advice from advisors who know you and the markets

When giving the right financial advice, knowing the markets isn’t enough. You have to understand your clients. Our advisors know their clients’ goals, giving personalized advice to help meet today’s challenges without losing sight of tomorrow’s goals. (0:30)