Rising to
What’s Next
Welcome to the next era of
Rise Private Wealth Management
We are excited to announce our transition to a truly independent registered investment advisor (RIA) firm, effective September 10, 2026.
This evolution reflects our deep responsibility and commitment to our clients to deliver comprehensive, flexible, and transparent advice. We are excited to bring our clients expanded capabilities, flexibility, investments, and tools.
Our core mission remains the same as it has been for many years. To provide financial advice that delivers confidence, simplicity, and success.
A New Horizon
Our Vision
To lead the way forward in wealth management through purpose, human connection, and innovation. We believe when success is shared, everyone rises.
Here’s What That Looks Like
Same trusted team, same beliefs and values, and a fully independent firm. We invite you to watch our video to hear what our CEO Brent Kiley has to say.
The same award-winning team our clients know and trust – grounded in personal relationships and committed to our mission to provide financial advice that brings you confidence, simplicity, and success.
What We Believe Drives What We Do
At Rise Private Wealth Management, your dreams are front and center. Whether it’s growing and protecting your family, the business you worked so hard to build, or a retirement you can finally see on the horizon. Our clients know their financial lives are valued and elevated. And seeing the bigger picture – that is how the future is built.
At Rise, we believe that we exist for the purpose of lifting others up by daring to imagine a better future and radically caring about the people building it with us.
Our Values
Our mission and vision are reinforced through our core values of Integrity, Client Focus, Health, Family, Growth, Philanthropy, and Meaningful Work. We are intentional about embedding these values into everyday decisions, leadership behaviors, and firm operations.
Integrity
Doing the right thing…always.
Growth
Achieving goals and dreams together.
Client Focus
World-class advice, service, and commitment focused on our client’s best interests.
Philanthropy
Together we can make a difference.
Health
For long-term personal and financial well-being.
Meaningful Work
We do work that has a lasting impact on our clients, our team, and our communities.
Family
The Rise family includes our team and our clients.
Team members
Offices nationwide
CERTIFIED FINANCIAL PLANNERS (CFP®)
Accredited Portfolio Management Advisors (APMA®)
Chartered Retirement Planning Counselors (CRPC®)
Recognized nationally for the quality of our advice, and for how we treat our own people.
- Ranked #1 for Best Companies to Work For in 2026 by Business NH Magazine
- Barron’s Top 250 Private Wealth Management Team, 2026*
- InvestmentNews, Best Places to Work for Financial Advisors, 2026
- Barron’s Top 1,500 Financial Advisors 2026*
(Robert Bonfiglio and Brent Kiley)
With a forward-thinking team at your side, you can find peace of mind and rise to any occasion.
* Barron’s generates its rankings from a formulaic analysis of surveys answered by candidates regarding assets, revenue, and quality of practice, including an advisor’s regulatory and compliance record. Certain awards include a demographic component to qualify. This award for each applicable year is based on data from the previous two calendar years and is not indicative of this advisor’s/team’s future performance. Neither Rise Private Wealth Management nor its advisors pay a fee to Barron’s in exchange for the ranking or its use. Barron’s is a registered trademark of Dow Jones, L.P.; all rights reserved.