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Rise Private Wealth Management

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Bedford, NH
Rise Private Wealth Management

Rise Private Wealth Management is a truly independent registered investment advisor (RIA) firm built on confidence, simplicity, and success.

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

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11/02/2026

An advisor who knows you. A team built around you.

You shouldn't have to choose between a personal relationship and deep expertise.

At Rise Private Wealth Management, those strengths work together.

🔹 A dedicated advisor who understands your goals
🔹 A team experienced in tax strategy, estate & legacy planning, portfolio management, and business services
🔹 A coordinated approach that keeps every aspect of your financial life working together

We listen to your hopes and concerns, build a plan around your life, and work with you to keep it aligned as your goals, priorities, and circumstances evolve.

Deep relationships. Deep expertise. One coordinated team.

See how we work together: https://www.riseprivatewealthmanagement.com/our-unique-approach/

10/29/2026

🌟 Investing in our clients means investing in learning.

This week, members of the Rise Private Wealth Management leadership team, including Christopher Guzikowski, Bob Bonfiglio CFP®, MBA, ChFC®, Brent Kiley CFP®, ChFC®, CRPC™, and Ryan McCabe, CFP®, APMA™, attended Schwab IMPACT, joining industry leaders to explore the ideas, technology, and relationships shaping the future of wealth management. 🤝

Throughout the conference, our team had the opportunity to:

✅ Meet with industry leadership teams
✅ Connect with key resource partners
✅ Explore emerging AI and technology solutions designed to enhance the client experience
✅ Exchange best practices with some of the industry's leading RIA firms
✅ Gain insights on innovation, growth, and building future-ready advisory businesses

💭 We were also inspired by an outstanding lineup of speakers, including James Clear on building better habits, Angela Duckworth on the power of grit, and Andre Agassi on what it takes to perform at a championship level.

Events like these reinforce our commitment to continuous learning, innovation, and delivering exceptional client experience. By staying connected to industry trends and best practices, we can continue helping our clients navigate change with confidence, simplicity, and success. 📈

Let’s connect 👉 : https://www.riseprivatewealthmanagement.com/contact/

10/23/2026

🎉 A reason to celebrate! 🎉

Rise Private Wealth Management has been named Best Investment Firm in the McPherson, Kansas community. 🏆

Congratulations to Sonia Hicks, CFP®, APMA®, CRPC®, BFA® and our entire Kansas team on this incredible recognition. We are grateful to the McPherson community for its trust and support.

Sonia’s dedication to serving clients and building meaningful, lasting relationships reflects what drives us every day: helping individuals and families navigate their financial lives with greater confidence and clarity.

We’re honored to be part of a community that values strong relationships, local connections, and shared success.

Learn more about our people-first approach:

🔗 https://www.riseprivatewealthmanagement.com/our-unique-approach/

💙 Thank you, McPherson. Here's to continued growth, stronger relationships, and what's next, together.

Ready to connect with our team? 👇https://www.riseprivatewealthmanagement.com/contact/

10/19/2026

🌟 Please join us in welcoming Sara Salej to Rise Private Wealth Management as Client Service Coordinator in our Rye Brook, NY office.

Sara will play an important role in supporting the clients and advisors who make our community special. Her commitment to service and attention to detail reflect the values that guide everything we do at Rise.

Welcome to the team, Sara! 💙

We believe great client experiences begin with great people. Learn more about our dedicated team: https://www.riseprivatewealthmanagement.com/meet-the-team/

10/13/2026

🏆 #1 in New Hampshire!

At Business NH Magazine’s Breakfast with the Best, our team celebrated an incredible milestone: Rise Private Wealth Management was recognized as the #1 Best Company to Work For in New Hampshire.

🎉 We were proud to have Justin Hall CFP®, BFA™, CRPC™, CRPS™, APMA™ accept this award on behalf of the entire Rise team.

🤝 This honor reflects the culture we’ve intentionally built - one rooted in relationships, collaboration, growth, and a shared commitment to helping our clients and each other succeed.

💙 Although the recognition focuses on New Hampshire, this award belongs to every team member who brings our values to life each day.

✨ Want to learn what makes Rise different? Start a conversation with our team: https://www.riseprivatewealthmanagement.com/contact/

10/07/2026

🤝 Deep relationships. Deep expertise. One team.

At Rise, every client has an advisor who knows their name, their story, and their goals.

What many people don't see is the team behind that relationship. More than 90 specialists across tax strategy, estate and legacy planning, portfolio management, and business services work together to help clients navigate life's opportunities and complexities with confidence.

That's the Rise difference: personalized guidance backed by a coordinated team of experts working toward one shared goal, your future.

We're proud of every person in this photo and grateful for the role they play in supporting our clients and one another. 💙

👥 Meet the team: https://www.riseprivatewealthmanagement.com/meet-the-team/
📈 Learn more about our approach: https://www.riseprivatewealthmanagement.com/our-unique-approach/

09/29/2026

What defines a great company?

It's not just what it says. It's what it does.

At Rise, seven core values guide every client conversation, team interaction, and community commitment:

🔹 Integrity
🔹 Client Focus
🔹 Health
🔹 Family
🔹 Growth
🔹 Philanthropy
🔹 Meaningful Work

These values are more than principles. They're the standard we hold ourselves to each day, and they're the reason we're proud to have been named the #1 Best Company to Work For in New Hampshire by BusinessNH Magazine.

When values drive action, stronger relationships follow. That's true for our team, our clients, and the communities we serve.
Interested in working with a team that puts these values into practice? We'd love to start a conversation.

🔗 https://www.riseprivatewealthmanagement.com/contact/

09/22/2026

Rise proudly announces its transition to an independent RIA.

What does this mean for our clients?

This next chapter for Rise Private Wealth Management brings meaningful new capabilities for the people and families we serve in a way that aligns with our vision: more investment choices, expanded technology and tools, new services, and the same fiduciary standard of care our clients have always counted on.

We’re still the same Rise team our clients know and trust, now with more to offer. Our clients get personalized service backed by broad support, all through one coordinated relationship.

If you're looking for personalized guidance to help navigate your financial goals, connect with our team to learn how we can help: https://www.riseprivatewealthmanagement.com/

09/14/2026

Together We Rise!

We are honored to share that Rise Private Wealth Management has been named the #1 Best Company to Work for in New Hampshire by Business NH Magazine.

This recognition reflects the incredible people behind Rise and the culture we have worked intentionally to build - one centered on collaboration, growth, integrity, and putting clients first.

When our team is empowered and supported, they deliver their best for our clients and communities.

Thank you to everyone who makes Rise a special place to be – and to our clients, for trusting us with your financial journey.

Learn more about what makes Rise different:

🔗 https://www.riseprivatewealthmanagement.com/our-unique-approach/

Address

262 South River Road, Ste 201
Bedford, NH
03110

Opening Hours

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

Website

http://www.riseprivatewealthmanagement.com/, http://www.riseprivatewealthmanagement.com/

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