Rise Private Wealth Management

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.9 / 5 rating based on 137 reviews

  • Market volatility

    Stay on track with your financial goals during changing market conditions.
    Gain insights

  • Key tax considerations

    Tax planning is an important part of any financial strategy throughout the year, not just in April.
    Explore tax insights

  • Get to know us

    We enjoy helping our clients achieve their financial goals. Learn about our team members.
    Meet the team

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

Our approach

Putting your interests first; it’s what we do

Ameriprise earned a 2020 Hearts & Wallets Top Performer™ recognition for the investment industry in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

We’re proud to be associated with a firm known for its unwavering commitment to understanding what’s most important to each client and providing advice based on your unique goals. We offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Events

Retirement Planning Seminar

Featured speaker Bob Bonfiglio, CFP®, ChFC®, MBA and Barron's® Top 1,200 advisor 2014-2020 will be presenting “Retirement Planning,” a seminar specifically designed for current and former BAE Systems employees to share how retirement can be realized by maximizing key features specific to your benefit plans that many employees are unaware of. While BAE Systems does not sponsor us, our value comes from the experience we have gained working with your current and former colleagues.

​ Bob 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

Retirement Planning Seminar

Featured speaker Bob Bonfiglio, CFP®, ChFC®, MBA and Barron's® Top 1,200 advisor 2014-2020 will be presenting “Retirement Planning,” a seminar specifically designed for current and former BAE Systems employees to share how retirement can be realized by maximizing key features specific to your benefit plans that many employees are unaware of. While BAE Systems does not sponsor us, our value comes from the experience we have gained working with your current and former colleagues.

​ Bob 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

Retirement Planning Seminar

Featured speakers, Financial Advisors Craig Holman, CFP®, APMA® and Sonia Hicks, APMA®, CRPC®
will present “Pfizer Retirement Planning” in which they will review how Rise Private Wealth Management has been helping several of your company’s employees toward retirement. In their experience, there are many key features of your benefit plans that employees are unaware of. If you are interested in learning more, I would like to invite you to join me from the comfort of your own home for a virtual meeting where we will take about 30 minutes to discuss the items below. At this meeting you will learn about:

- The principles of tax management strategies

- The hidden potential in your 401(k) plan

- How to build a source of tax-free income for your retirement

- How to manage your 401(k) as you approach retirement

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As our client, you will receive

One-to-one financial advice

We begin with what’s most important to you—from goals that can include retirement or education, to a major purchase like a second home.

Personalized
recommendations

We provide investment, asset allocation and portfolio recommendations based on your individual goals and personal risk tolerance.

Regular meetings

We document your goals, meet regularly to review, analyze your progress, update your approach as life changes and help you track your progress along the way.

Anytime access

At any time, from any device, access your investments and accounts, track your progress toward your goals, and share information with your advisor safely and securely.

Our videos

3 videos
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Now Playing
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3 big-picture considerations for stocks in 2021
3 big-picture considerations for stocks in 2021

View an Ameriprise expert summary of recent record U.S. stock performance, near-term market conditions and three major portfolio themes to consider heading into 2021. (3:30)

Now Playing
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Videocast: Investor perspectives for election and COVID-19 conditions
Videocast: Investor perspectives for election and COVID-19 conditions

As capital markets react to the election and pandemic, we believe it’s important for investors to remain pragmatic. Ameriprise experts share insights on economic drivers, the stock market, policy implications and year-end tax considerations. (16:25)

Now Playing
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How will taxes affect your retirement?
How will taxes affect your retirement?

See how permanent life insurance can provide protection, retirement income and tax advantages – all in one. (3:27)

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

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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Keep an eye on the future

Working with a personal financial advisor who’s just as focused on you as they are on the markets can help you keep an eye on the future. (0:15)