Rise Private Wealth Management Team Profile

FINANCIAL ADVICE THAT BRINGS YOU CONFIDENCE, SIMPLICITY, AND SUCCESS

We are a boutique practice offering deeply personal service, diversity of thought, and objective advice that combines the sensibilities of Wall Street and Main Street. All tailored to provide you with the knowledge you need, when you need it. We build your plan from a 360-degree perspective to help you take your wealth - and your life - to the next level.

And we manage all of the details, so you can focus on enjoying the journey.

Retirement Planning Strategies
Insurance
Tax Planning Strategies
Family Finances
Investments
Charitable Giving
Women's Financial Strategies
Domestic Partner Planning
Estate Planning Strategies

Rise Private Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023
Rise Private Wealth Management, Business NH Magazine Best Companies to Work For, 2022
Rise Private Wealth Management, Ameriprise Client Experience Award, 2022
Brent Kiley, Ameriprise Chairman's Advisory Council, 2022
Brent Kiley, Forbes Best-in-State Wealth Advisors, 2018-2022
Robert A Bonfiglio, Ameriprise Circle of Success Hall of Fame, 2020
Robert A Bonfiglio, Barron’s Top 1,200 Financial Advisors, 2014-2022
Christopher Kinnane, Ameriprise Circle of Success, 2007, 2008, 2011, 2013-2015, 2018-2022
Justin Hall, New Hampshire Union Leader 40 Under Forty, 2020