Team profile


Working with Rise

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.

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

  • Robert A Bonfiglio, Ameriprise Circle of Success Hall of Fame, 2020
  • Brent Kiley, Ameriprise Chairman's Advisory Council, 2022
  • Robert A Bonfiglio, Barron’s Top 1,200 Financial Advisors, 2014-2022
  • Brent Kiley, Forbes Best-in-State Wealth Advisors, 2018-2022
  • Christopher Kinnane, Forbes Best-in-State Next-Generation Wealth Advisors, 2019
  • Justin Hall, Ameriprise Circle of Success, 2020-2021
  • Justin Hall, New Hampshire Union Leader's "40 Under 40" Award, 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