Rise Private Wealth Management A private wealth advisory practice of Ameriprise Financial Srvs LLC

For over 26 years, Business NH Magazine has honored companies that prioritize creating dynamic and engaging workplaces, recognizing that happy employees are the key to success. We're thrilled to announce that Rise Private Wealth Management has ranked #2 among this year's top companies! With offices across New Hampshire, Maine, Massachusetts, Florida, and Kansas, our success is a collective achievement made possible by the dedication of every team member. From our weekly Monday meetings to our cherished Annual Rise Rendezvous, our team is united and stronger together. At Rise, we believe in investing in our people, fostering a supportive environment where everyone can thrive. This recognition isn’t just a reflection of our company’s growth, but a testament to the power of a connected, motivated team. Here’s to continuing to Rise, together! https://lnkd.in/ePJDibvZ https://lnkd.in/eCTBSnhX

In honor of Women's History Month, we would like to highlight our female team members on our business operations team who help drive our practice forward every day! Their knowledge, leadership and behind-the-scenes dedication to our clients play a huge role in our success!

Happy International Client’s Day! Working with clients like you is what makes our work worthwhile. Today and every day, we are grateful for the opportunity to help you pursue and achieve your financial goals.

Tip Tuesday! Check out this tip from Kevin! Want to learn more about Social Security? Register for our upcoming webinar on April 10th. To see more details: https://bit.ly/3FE5nCu https://bit.ly/43SxJ5W

We’re excited to share that Barron’s named Brent Kiley CFP?, ChFC?, CRPC? , Bob Bonfiglio CFP?, MBA, ChFC? and Geri Eisenman Pell CFP?, MBA, CDFA? to their 2025 Top 1,200 Financial Advisors list. We’re so proud to work alongside you all to help our clients feel more confident about their financial goals. Thank you to our wonderful clients for making this possible through your continued trust and the opportunity to work together. https://bit.ly/4hv4pFP https://bit.ly/4bsme7b https://bit.ly/4iQENEm

In honor of Women's History Month, we would like to take a moment to appreciate our female Financial Advisor team. According to McKinsey research, approximately 15% of employees across all channels in the wealth management industry are female. At Rise, our advisor team is 39% female, well above industry average. We have female advisors who have been in the industry for 30 years and some female advisors who are in the beginning stages of their career. Their experiences and perspectives enhance our team and help us serve our clients with a range of insights. We are proud of the work they do and the impact they have on our clients. Their dedication helps drive our success and sets an example for future generations of women in the field. As we celebrate Women's History Month, we recognize the importance of supporting women in our business, and we remain committed to fostering an inclusive environment where everyone can thrive and reach their potential. https://mck.co/4haUt4i https://bit.ly/4hb5P8w

Join us in welcoming Bill Stephenson to the Rise team! He will be joining our Practice Manager team. Bill has worked in the Financial Services industry for 8 years. We are excited to have him join our team! Welcome, Bill! https://bit.ly/3DB8TNn

Tip Tuesday! Check out this tip from Kendra Kearney! Join Kendra this Thursday at 6pm EST for more on Financial Strategies for Women, visit: https://lnkd.in/gXSYhzc9 https://lnkd.in/gK_xU7tj #7698393 #tip #tiptuesday #financialstrategy #womeninfinance #womenshistorymonth

This month, we are celebrating TWELVE team member birthdays! Happy Birthday Steve G, Adam, Anna, Steph, Tony, Jennie, Eileen V, Kendra, Troy, Doug, Julian and Shelley!

March is Women's History Month - a time to recognize and celebrate the powerful impact women have made throughout history. We're especially grateful for the incredible women on our team and the amazing female clients we have the privilege to work with. Your dedication and contributions inspire us every day! Let us know in the comments who the female in your life is that inspires you!