Rise Private Wealth Management

How will you generate income in retirement?

Our practice is dedicated to helping you formulate a strategy for retirement that considers all your assets, savings, investments, Social Security and other potential income sources. Using our exclusive Confident Retirement® approach, our goal is to help you grow and preserve your income during your working years and develop a distribution plan for retirement that can help weather market ups and downs. Together we build financial confidence— for today and for tomorrow — so you can live the retirement you’ve earned.



Advisors

Robert A Bonfiglio

Robert A Bonfiglio

MBA, CFP®, ChFC®

Private Wealth Advisor

Co-Founder of Rise Private Wealth Management
Visit Robert A Bonfiglio's website
Brent Kiley

Brent Kiley

CFP®, ChFC®, CRPC®

Private Wealth Advisor

Chief Executive Officer of Rise Private Wealth Management
Visit Brent Kiley's website
Christopher Kinnane

Christopher Kinnane

CRPC®

Private Wealth Advisor

Managing Partner of Rise Private Wealth Management
Visit Christopher Kinnane's website
Justin Hall

Justin Hall

CFP®, CRPC®, CRPS®, APMA®

Private Wealth Advisor

Managing Partner of Rise Private Wealth Management
Visit Justin Hall's website
Ryan McCabe

Ryan McCabe

CFP®

Financial Advisor

Managing Partner of Rise Private Wealth Management
Visit Ryan McCabe's website
Steven Bissonnette

Steven Bissonnette

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Visit Steven Bissonnette's website
Gene Bodden

Gene Bodden

Financial Advisor

Visit Gene Bodden's website
Nancy Burt

Nancy Burt

APMA®

Financial Advisor

Visit Nancy Burt's website
Shanna Chasse

Shanna Chasse

CRPC®, APMA®

Financial Advisor

Visit Shanna Chasse's website
Suzanne Crociati

Suzanne Crociati

AWMA®

Financial Advisor

Visit Suzanne Crociati's website
Katie Geery

Katie Geery

CFP®, MBA, APMA®, CRPC®

Financial Advisor

Visit Katie Geery's website
Steven Gonyaw

Steven Gonyaw

CFP®, APMA®, CRPS®, CRPC®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit Steven Gonyaw's website
Craig Guinta

Craig Guinta

CFP®, CMFC®, APMA®, AWMA®

Financial Advisor

Visit Craig Guinta's website
Sharon J Hickey

Sharon J Hickey

ChFC®, CASL®

Associate Financial Advisor

Chartered Advisor for Senior Living®
Visit Sharon J Hickey's website
Sonia Hicks

Sonia Hicks

APMA®, CRPC®

Financial Advisor

Visit Sonia Hicks's website
Craig Holman

Craig Holman

CFP®, APMA®

Financial Advisor

Visit Craig Holman's website
Kendra Kearney

Kendra Kearney

APMA®

Financial Advisor

Visit Kendra Kearney's website
Kevin Kimball

Kevin Kimball

Financial Advisor

Visit Kevin Kimball's website
Nathaniel Krakow

Nathaniel Krakow

CRPC®, APMA®

Private Wealth Advisor

Managing Director
Visit Nathaniel Krakow's website
James Livolsi

James Livolsi

CFP®, APMA®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Visit James Livolsi's website
Adam Mulia

Adam Mulia

APMA®

Financial Advisor

Visit Adam Mulia's website
Karen O'Rourke

Karen O'Rourke

CRPC®, APMA®

Financial Advisor

Chartered Retirement Planning CounselorSM
Visit Karen O'Rourke's website
Jennie Parisi

Jennie Parisi

APMA®, CRPC®

Financial Advisor

Visit Jennie Parisi's website
Jay Riley

Jay Riley

Financial Advisor

Visit Jay Riley's website
Charlene D Thibeault

Charlene D Thibeault

APMA®

Financial Advisor

Visit Charlene D Thibeault's website

Team

Nicole Spaulding

Nicole Spaulding

Operations Director

Kristina Michalewicz

Kristina Michalewicz

Office Manager

Emma Biedrzycki

Emma Biedrzycki

Marketing Manager

Josh Bordis

Practice Manager

Heidi Breault

Marketing Specialist

Rick Chouinard

Rick Chouinard

Practice Manager

Shelley Clough

Shelley Clough

Client Concierge

Kristen Crimmins

Kristen Crimmins

Practice Manager

Kenneth Derryberry

Client Service Coordinator

Gabriella Gineo

Gabriella Gineo

Client Service Coordinator

Cynthia Goldsmith

Cynthia Goldsmith

Client Service Coordinator

Abbey Greene

Abbey Greene

Client Service Coordinator

Robert Kliskey

Robert Kliskey

Client Service Coordinator

Lori Luck

Lori Luck

Operations Manager

Katelin McSherry

Katelin McSherry

Client Service Specialist

Brittany Mitchell

Brittany Mitchell

Client Service Coordinator

Jennifer Noseworthy

Jennifer Noseworthy

Client Service Coordinator

Kristine Peterson

Client Service Coordinator

Hannah Pierce

Hannah Pierce

Operations Specialist

Michelle Provencher

Michelle Provencher

Client Service Coordinator

Elizabeth Therrien

Elizabeth Therrien

Client Service Coordinator

Nick Trombetta

Nick Trombetta

Investment Manager

James Trotter

James Trotter

Client Service Coordinator

Miranda Wegricht

Miranda Wegricht

Practice Manager

Lisa Young

Lisa Young

Insurance Specialist,

Certified Long Term Care®

Qualifications

  • CLTC®
  • CPRC®
  • BFA™
View more
Luke Boline

Luke Boline

Intern

Bernard Gillis

Bernard Gillis

Intern

Kevin Jordan

Kevin Jordan

Intern