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    If you have questions or would like to schedule a complimentary initial consultation, get in touch. 

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  • Your financial goals

    Learn more about key financial and investment insights to help you achieve your goals.

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  • Market insights

    Read the latest market and economic updates from Ameriprise experts.
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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.

Events

Market Update

Learn how recent events can impact your finances. During this complimentary seminar, you'll learn about:

  • Some factors that may contribute to market volatility
  • Strategies to help weather market uncertainty

Pfizer Retirement Planning Seminar

I would like to invite you to a retirement planning virtual presentation exclusively for employees at your company hosted by Rise Private Wealth Management.

Featured speaker, Financial Advisor Sonia Hicks, APMA®, CRPC® will present “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

Financial Strategies for Women

Financial concerns are among the highest stressors impacting all areas of your life. Financial Advisor, Kendra Kearney, will discuss four specific areas which influence financial stress or financial freedom. The social aspect of longer lifespan, the income gap for women, life changes that affect balancing multiple roles and responsibilities all impact financial well-being. Learn some strategies that will promote financial security.

Feel free to share this with anyone who would benefit from learning this vital information!

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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

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What to expect from stock prices amid rising rates and reflation
What to expect from stock prices amid rising rates and reflation

Despite gains over recent months, stock prices have faced increased headwinds. Ameriprise Global Market Strategist Anthony Saglimbene provides five key considerations to keep top of mind as you evaluate your investments near term. (3:18)

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Building your financial future starts with the right advice
Building your financial future starts with the right advice

Where do you go for professional financial advice to help meet today’s challenges and still reach tomorrow’s goals? Our advisors not only know the markets; they’ll get to know you. Our personalized advice can help keep you focused on your financial future. ()

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Sunrise
Sunrise

In these uncertain times, Ameriprise advisors are here to help you navigate today, focus on the future, and stay on track for tomorrow. (0:31)

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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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)