Meet the Team

We Lead with People 

Behind every plan is a person. That’s where we start.

What we do is about more than money. It’s about people – their goals, their families, and the futures they’re building.

Rise Private Wealth Management is an award-winning firm built on confidence, simplicity, and success. We deliver thoughtful, personalized advice that helps individuals and families navigate complexity and move forward with clarity.

Our comprehensive approach connects strategy, insight, and execution at every stage of life – backed by deep expertise and clear communication so clients can understand their options.

Relationships are at the heart of what we do. We believe they’re the best investment we’ll ever make – built on trust, transparency, and a genuine focus on what matters most to each client.

Our collaborative team shares one mission and high standards of excellence – bringing great minds together around big goals to help clients feel confident today while building for what’s next.

Business NH Magazine named Rise Private Wealth Management the #1 Best Company to Work For in NH, 2026. While the award is NH-specific, this honor belongs to everyone across the country who brings our culture and values to life every single day.