What are the opening hours?

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

Rise Private Wealth Management

Home
United States
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

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

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/

09/11/2026

Yesterday marked the beginning of a new chapter for Rise Private Wealth Management as we transition to an independent registered investment advisor (RIA).

Same team. Same offices. Same commitment. The same mission, vision, and values. Same relationship you’ve built with your advisor – all pointed to our clients’ best interests.

Clients with questions are encouraged to reach out directly to their advisor.

Together We Rise!

08/21/2026

🌟 Five Rise advisors - 2026 Forbes Best-In-State.

We're proud to share that five advisors from Rise Private Wealth Management have been named to the 2026 Forbes Best-In-State Next-Generation Wealth Advisors list, a recognition that highlights outstanding professionals in the wealth management industry.

Please join us in congratulating:

🔹 Sonia Hicks, CFP®, APMA®, CRPC®, BFA®
🔹 Shanna Deshaies, CRPC™, APMA™, BFA™
🔹 Katie Geery, MBA, CFP®, APMA®, CRPC™
🔹 Steven Gonyaw, CFP®, APMA™, CRPC™, CRPS™, BFA™
🔹 Jacob Berrigan, CFP®, APMA™, CRPC™, BFA™

🥳 Kuddos to Steve and Jacob on earning this distinction for the first time and to Sonia, Shanna, and Katie for being three of our powerhouse women to be recognized again. Their recognition reflects the talent across our team at Rise Private Wealth Management and our shared commitment to delivering personalized advice and exceptional client experiences.

Whether you need guidance with tax planning, retirement, or navigating other life's financial milestones, our team is here to help.

👇 To learn more or connect with an advisor, visit: https://www.riseprivatewealthmanagement.com/meet-the-team/

Congratulations to all five advisors on this well-deserved honor! 🎉👏

View the full 2026 ForbesBest-In-State Next-Generation Wealth Advisors list: https://www.forbes.com/lists/top-next-gen-advisors/

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/

Alerts

Be the first to know and let us send you an email when Rise Private Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Rise Private Wealth Management:

Want your business to be the top-listed accountant in Bedford?