Team profile

Working with Rise


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.

Areas of focus

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

Awards & recognition

  • 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

Community participation

- NH

  • NH Food Bank
  • Animal Rescue League of NH
  • Easterseals NH
  • Boys & Girls Club of Manchester
  • Friends of Aine
  • Families in Transition
  • CHaD
  • Waypoint
  • United Way
  • Toys for Tots
  • Family Promise
  • The Currier Museum of Art

- Kansas

  • United Way
  • Little River Learning Center
  • Mount Hope
  • The Omega Project
  • McPherson County Food Bank, Inc.
  • Wichita Animal Action League

- Maine

  • Auburn Public Library
  • YMCA of Auburn
  • The Old Town Animal Orphanage
  • Eddington Salmon Club