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Pell Wealth Partners Joins with Fellow Ameriprise Team Rise Private Wealth Management to Strengthen Offering to High-Net-Worth Clients

Rise Private Wealth Management, a private wealth advisory practice of Ameriprise Financial Services, LLC located in Bedford, New Hampshire, is pleased to announce it merged with Pell Wealth Partners, a fellow Ameriprise team, whose primary office is in Rye Brook, New York. The combined team now operates under the name Rise Private Wealth Management and manages over $4 billion in assets under management for clients across the United States.

The combined team has 41 financial advisors and 47 support staff. They will maintain all 14 of their existing office locations, including: New York, NY, Bedford, NH, Rye Brook, NY, Auburn, ME, Bangor, ME, Clearwater, FL, Durham, NH, Hyannis, MA, Littleton, NH, McPherson, KS, Portsmouth, NH, Worcester, MA, the Greater Los Angeles area, and Warwick, NY.

Providing an enhanced experience to current and prospective clients was at the heart of this merger. The two practices bring together complementary specialties for high-net-worth clients and a deep history of financial planning and leadership. With these two prestigious firms combined, clients of each team can expect the same level of focus and care with a broader suite of services, additional expertise, and a deeper breadth of experience.

Rise Private Wealth Management was founded in 2010 by Private Wealth Advisors Robert Bonfiglio, MBA, CFP®, ChFC® and Brent Kiley CRPC®, CFP®, ChFC®, who together have over 60 years of experience working in the wealth management industry. Today, Rise serves clients across the country with a team that includes in-house specialists focusing on financial planning advice, investments, estate planning, and insurance. Both have dedicated their careers to building a team that provides financial advice that delivers confidence, simplicity, and success.

“Clients often benefit from a well-planned merger because they get access to expanded resources and the best of both firms,” said Brent Kiley. “Our teams complement one another in so many ways, which will elevate our value proposition and the experience we deliver to clients.”

“Partnering with Pell Wealth Partners expands our offerings to clients as it brings together the expertise of both groups,” said Robert Bonfiglio. “Clients have always been at the epicenter of everything we do and now we will be even more equipped to handle the personalized goals and complex needs of every client.”

Pell Wealth Partners was founded by Geri Eisenman Pell, CFP®, MBA, CDFA®, Private Wealth Advisor and Chief Executive Officer, who has been a leader in the wealth management industry for the past 38 years. She has been named a Barron’s Top 100 Woman Wealth Advisor for the past 16 years and has spent her career mentoring women in the financial services industry. Pell Wealth Partners prides itself in offering the highest level of comprehensive financial planning and wealth management services. In addition, Pell Wealth Partners will bring to Rise their specialty of working with high net-worth clients, women making financial decisions alone, and alternative investment strategies such as ESG and quantitative investing.

“This is an exciting next chapter for Pell Wealth Partners and our clients. Not only will clients continue to receive the highest level of planning from skilled advisors, but the synergetic team cultures will put a renewed focus on the power of financial advice,” said Geri Eisenman Pell. “I truly believe if done well financial planning can be a healing modality.”

Rise Private Wealth Management and Pell Wealth Partners have both been recognized by Forbes as Best-in-State Wealth Management Teams, and Barron’s named Rise one of the Top 250 Wealth Management Teams in the country for 2024. Rise was also recognized as the #2 Best Company to Work for in New Hampshire by the Business New Hampshire Magazine for 2024.

The team at Rise Private Wealth Management includes financial advisors Robert A Bonfiglio, MBA, CFP®, ChFC®, Brent Kiley, CRPC®, CFP®, ChFC®, Geri Eisenman Pell MBA, CFP®, CDFA®, Christopher Kinnane, CRPC®, Justin Hall, CFP®, BFA™, CRPC™, CRPS™, APMA™, Ryan McCabe, CFP®, APMA™, Troy Aarthun, AAMS™, CRPC™ Daniel Ahearn APMA™, Jacob Berrigan CFP®, Steven Bissonnette CFP®, APMA™, Nancy Burt BFA™, APMA™, CRPC®, Rick Chouinard APMA™, CFP®, BFA™, Mike Cullinane APMA™, CRPC™, Tara Davis APMA™, Shanna Deshaies BFA™, CRPC ™, APMA™, Joseph Domato MS, CRPC™, ADPA™, APMA™, William P. Foster MBA, CFP®, ADPA™, APMA™, Katie Geery MBA, CFP®, APMA™, Steven Gonyaw, CFP®, BFA™, APMA™, CRPS™, CRPC™, Craig Guinta CFP®, CMFC™, APMA™ ,AWMA℠,, Sonia Hicks CFP®, BFA™, APMA™, Craig Holman CFP®, APMA™, Kevin Jordan APMA™, CRPC™, Kendra Kearney APMA™, Kevin Kimball CLTC®, AIF®, Nathaniel Krakow BFA™, CRPC™, APMA™, ChSNC®, James Livolsi CFP®, APMA™, Katelin McSherry CFP®, APMA™, CRPC™, Douglas Messina CFP®, CRPC™, APMA™, Adam Mulia APMA™, CRPC™, Stephanie Oiler CRPC™, Karen O’Rourke CFP®, Jennie Parisi APMA™, CRPC™, Michelle Provencher, John P Reger II CFP®, APMA™, AAMS™, Jay Riley, Charlene D Thibeault CLTC®, APMA™, CRPC™, Anthony Rizzuto CFP®, CLU®, APMA™, Mary Beth Sharkey CFP®, Matt Simard BFA™, CRPC™, APMA™, and Lisa Young BFA™, CLTC®, CRPC™.

As a private wealth advisory practice, Rise Private Wealth Management provides financial advice that is anchored in a solid understanding of client needs and expectations and provided in one-on-one relationships with their clients. For more information, please contact Rise Private Wealth Management at (603) 606-4255 or visit their website at https://www.ameripriseadvisors.com/team/rise-private-wealth-management/

About Ameriprise Financial:
At Ameriprise Financial, we have been helping people feel confident about their financial future for 130 years. With extensive investment advice, asset management and insurance capabilities and a nationwide network of approximately 10,000 financial advisors, we have the strength and expertise to serve the full range of individual and institutional investors’ financial needs.

Ameriprise Financial cannot guarantee future financial results

1 – 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 Ameriprise Financial 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.

2 – The Business New Hampshire Best Companies to Work For award, issued by Business New Hampshire Magazine, is awarded based on employee responses to a survey covering culture, benefits, leadership, and other factors gathered in the calendar year of the award. Companies must be headquartered in New Hampshire or have at least 40 employees working in New Hampshire. The final ranking of the top 10 companies is determined by judges conducting virtual interview with the CEO and meeting with focus group of employees selected by company. Companies nominated pay a fee for administration of the employee survey and benchmark.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Investment products are not insured by the FDIC, NCUA or any federal agency, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

Investment advisory products and services are made available through Ameriprise Financial Services, LLC, a registered investment adviser.
Securities offered by Ameriprise Financial Services, LLC. Member FINRA and SIPC.
© 2024 Ameriprise Financial, Inc. All rights reserved.

Visit our website for more information https://risepwm.com

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