Rise Private Wealth Management

Rise Private Wealth Management A private wealth advisory practice of Ameriprise Financial Services, LLC Rise Private Wealth Management has a unique culture that truly defines who we are.

**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. Our core chara

cteristics 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
-- Tax Planning Strategies
-- Investments
-- Estate Planning Strategies
-- Insurance
-- Family Finances
-- Charitable Giving
-- Wealth Preservation Strategies

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

Giving isn’t just about generosity - it’s about intention.Many families give regularly, yet few pause to ask: "Is our gi...
06/11/2026

Giving isn’t just about generosity - it’s about intention.

Many families give regularly, yet few pause to ask: "Is our giving aligned with our values, our assets, and the legacy we want to leave behind?"

That’s the focus of an upcoming virtual workshop designed to help individuals and families think more strategically about philanthropy - so their generosity creates greater meaning and impact over time.

In this session, we’ll explore:
- How to clarify a philanthropic vision that reflects what matters most
- Ways to give more efficiently by aligning assets with charitable goals
- Planning strategies that support both impact today and legacy tomorrow

📅 Tuesday, June 16 | 12:00–1:00 PM ET
🎤 Justin Hall, CFP®, BFA™, CRPC™, CRPS™, APMA®
Private Wealth Advisor & Managing Partner

👉 Register here: 10df9442-32cf-45b8-b761-4de8874dae20@7855c2e1-437a-4870-9615-daaacaed4348" rel="ugc" target="_blank">https://events.teams.microsoft.com/event/10df9442-32cf-45b8-b761-4de8874dae20@7855c2e1-437a-4870-9615-daaacaed4348

💬 When you think about giving, do you prioritize impact today, legacy for the future, or both?

🎯 Virtual Workshop: Giving with Purpose — Smart Strategies for Greater ImpactAt a time when generosity can shape both co...
06/02/2026

🎯 Virtual Workshop: Giving with Purpose — Smart Strategies for Greater Impact

At a time when generosity can shape both communities and legacies, we invite you to join us for a focused virtual workshop on giving with intention.

🗓 Tuesday, June 16
12:00–1:00 PM ET

This session is designed to help individuals and families align purposeful giving with their broader financial goals—so your generosity can have an even greater impact.

🔍 We’ll discuss:

✅ How to align your philanthropic vision with causes that matter most

✅ Ways to give more meaningfully through strategic use of assets

✅ How planning ahead can enhance impact and create greater efficiency for you and your family

🎤 Presenter: Justin Hall, CFP®, BFA™, CRPC™, CRPS™, APMA®
Private Wealth Advisor & Managing Partner

👉 Register here: https://lnkd.in/gnGjB-JP

🤝 Please feel free to share this invitation with friends, family, and others who care about giving with purpose.

💬 What causes or communities are most meaningful to you right now? We’d love to hear.

For more info: www.RisePWM.com

🎉 We’re growing! And we’re excited to welcome Stefanie Guzikowski to Rise Private Wealth Management! 🎉 Stefanie joins ou...
05/20/2026

🎉 We’re growing! And we’re excited to welcome Stefanie Guzikowski to Rise Private Wealth Management! 🎉

Stefanie joins our team as Senior Director of Marketing, bringing 35 years of experience across agency leadership and entrepreneurial ventures. She is known for turning complex strategies into clear, actionable marketing that drives meaningful growth.

Why professionals join Rise ➡️ https://tinyurl.com/79mj3ktu

At Rise, Stefanie will apply her expertise in brand storytelling, messaging, and cross-functional collaboration to help articulate our value and align marketing with business outcomes.

Most importantly, she leads with a thoughtful, people-first, approach that reflects the heart of our culture and values.

Please join in welcoming Stefanie to Rise in the comments! 👇

⏰FINAL opportunity to join us - tomorrow! Our complimentary virtual workshop on Special Needs Financial Planning takes p...
05/18/2026

⏰FINAL opportunity to join us - tomorrow!

Our complimentary virtual workshop on Special Needs Financial Planning takes place Tuesday, May 19th at 12PM ET.

Secure your spot 👉 https://tinyurl.com/3jb37pdf

During this informative session, Private Wealth Advisor Nathaniel Krakow, ChSNC®, APMA®, CRPC™, BFA™ will share guidance on:

- Protecting essential benefits while building lasting financial security
- Planning for life transitions with clarity and care
- Thoughtful strategies tailored to families and caregivers

If unable to attend, we also offer the opportunity to connect privately through an initial complimentary consultation: https://tinyurl.com/2f8s76dm

05/15/2026

At Rise, our story begins with a simple belief: financial guidance should feel personal, powerful - and bring peace of mind.

From philanthropy and legacy planning to tax strategy and retirement, we elevate every aspect of your financial life so you can see the bigger picture and move forward with clarity.

We're redefining wealth management through purpose, human connection, and innovation. Because when success is shared, everyone rises.

👉Start the conversation today: https://lnkd.in/eiCNgeHD

🔗Learn more: RisePWM.com

What does financial peace of mind look like for you?

Protect what matters – plan with intention. Join us for a thoughtful complimentary virtual workshop, Guidance When It Ma...
05/14/2026

Protect what matters – plan with intention.

Join us for a thoughtful complimentary virtual workshop, Guidance When It Matters Most, designed to help navigate the complexities of Special Needs Financial Planning.

Register today ➡️ https://tinyurl.com/3jb37pdf

In this session, Private Wealth Advisor Nathaniel Krakow, ChSNC®, APMA®, CRPC™, BFA™, will discuss:

- How to safeguard essential benefits while planning long term
- Strategies designed specifically for caregivers and families
- Practical steps to strengthen your overall financial plan

This is an opportunity to gain clarity, reduce uncertainty, and plan with greater confidence for the future.

Learn more about Rise at: RisePWM.com

🎉 A proud recognition shaped by the clients we serve. 🎉 Rise is honored to be ranked as one of Barron’s 2026 Top 250 Pri...
05/13/2026

🎉 A proud recognition shaped by the clients we serve. 🎉

Rise is honored to be ranked as one of Barron’s 2026 Top 250 Private Wealth Management Teams. This recognition is a reflection of the clarity we strive to bring to every stage of our client's financial lives.

📽️ Meet our dedicated team: https://tinyurl.com/u6nws5pk

At Rise, we believe lasting relationships are built through deep understanding, thoughtful guidance, and an unwavering focus on what matters most to our clients. That commitment is at the core of how we help individuals and families move forward with confidence.

To our clients: thank you for the trust you place in our team. We’re honored to guide you on your financial journey - today and for the years ahead.

Learn more about Rise: https://tinyurl.com/ycbs7tah

Full Barron’s 2026 Top 250 Private Wealth Management Teams list: https://tinyurl.com/2u4rpa9w

When guidance matters most, clarity makes all the difference. If you’re a parent, family member, or caregiver navigating...
05/04/2026

When guidance matters most, clarity makes all the difference.

If you’re a parent, family member, or caregiver navigating the complexities of special needs financial planning, you don’t have to do it alone.

Join us for a complimentary virtual workshop on Special Needs Financial Planning designed to help you move forward with confidence, intention, and care.

Guidance When it Matters Most
May 19th at 12PM ET

REGISTER HERE ➡️ https://tinyurl.com/3jb37pdf

Led by Nathaniel Krakow
Private Wealth Advisor
ChSNC®, APMA®, CRPC™, BFA™

This session will explore how to:

- Protect essential benefits while building long-term financial security
- Plan with intention for caregivers and loved ones
- Take confident, practical steps to strengthen your plan today

For an initial complimentary consultation: https://tinyurl.com/2pjjxsx2

🎉Happy Rise-iversary to Mike and Ayda! 🎉 We are grateful for the dedication, consistency, and care you bring every day -...
04/30/2026

🎉Happy Rise-iversary to Mike and Ayda! 🎉

We are grateful for the dedication, consistency, and care you bring every day - your contributions help shape the high standard we’re proud to be known for at Rise.

📽️ Curious what draws people to Rise?

Watch this short video to learn why our team members choose to grow with us: https://tinyurl.com/y4deays4

At Rise, people are drawn to meaningful work, but they stay because of the people, the partnership, and the shared belief in rising together.

Rise-iversary (noun): The milestone marking how long someone has officially been part of the Rise team.

Learn more about who we are: RisePWM.com

04/29/2026

🔹What makes Rise different?

🔹Our team approach.

We don't work as individuals in silos. We are a nationally connected team of experts - aligned, collaborative, and working as one - united by a shared mission to deliver comprehensive advice tailored to our clients' needs.

It's how multiple perspectives lead to stronger, more informed outcomes.

📺 Proud to see this spot now airing locally on WMUR in New Hampshire!

🔗Connect with us at: RisePWM.com

Address

262 S River Road Ste 201
Bedford, NH
03110

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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