Rise Private Wealth Management

A private wealth advisory practice of Ameriprise Financial Services, LLC
Client Satisfaction 4.9 / 5 rating based on 122 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

Beer & Trivia

Please join us for a night of trivia and beer tasting, as Rise Private Wealth Management hosts their first Young Professionals virtual event. Great North Aleworks will be providing a mixed 4-pack of beers including: Marzen Rover (an amber lager), Hazy Rotation (a New England style IPA), RVP (Robust Vanilla Porter), and Moose Juice IPA. Samples will be delivered to your home, with an alternative option to pick up at the brewery.

Following the tasting, will be a game of trivia. Each participant will be competing individually. Attendees will be able to answer the questions via their device through a URL provided. *When you click on the link you are moving to a 3rd party site. Your name will be displayed to other participants

Questions are worth up to 150 points and players will have 25 seconds to answer. The point value decreases as the clock runs down, so the faster a player answers the better.

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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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Videocast: Sustain financial goals amid the stock market election cycle
Videocast: Sustain financial goals amid the stock market election cycle

Put stock market conditions into perspective within a portfolio. Watch experts share insights on drivers of the economy and capital markets, including COVID-19 developments, corporate profit trends, monetary policy actions and federal policy proposals. (18:09)

Now Playing
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3 near-term considerations for your stock portfolio
3 near-term considerations for your stock portfolio

What’s the stock market outlook for the rest of Q4, and how can you navigate? Global Market Strategist Anthony Saglimbene sums up near-term conditions and three considerations, including asset allocations, regional weighting and favorable sectors. (1:43)

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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Moving ahead in uncertain times

The key to success when the markets are uncertain is keeping a level head. That’s easier with financial advice from an advisor who understands you and today’s markets. (0:15)