Rise Private Wealth Management

08/27/2026

Your financial life doesn't stand still, and your plan shouldn't either.

🧭At Rise Private Wealth Management, we help clients navigate life's opportunities and transitions with personalized strategies built around their unique goals and long-term vision.

Helping you pursue tomorrow and beyond. 🌞

👇Contact us today for a confidential conversation: https://www.ameripriseadvisors.com/team/rise-private-wealth-management/contact/

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.ameripriseadvisors.com/team/rise-private-wealth-management/team-profile/

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/

08/18/2026

🌟 Financial freedom isn't a number. It's a feeling.

Not net worth. Not a retirement date. Not an investment milestone.

It's the confidence that comes from knowing:

🔹 You're prepared for the unexpected.

🔹 Your wealth reflects your values.

🔹 Today's decisions support tomorrow's opportunities.

Markets will change. Priorities will evolve. A thoughtful strategy provides clarity to navigate both.

At Rise Private Wealth Management, we help clients make informed financial decisions with confidence, clarity, and purpose so they can focus less on their finances and more on living well. ☀️

Because true wealth isn't about predicting the future. It's about being prepared for it.

👉 Contact us today for a confidential conversation: https://www.ameripriseadvisors.com/team/rise-private-wealth-management/contact/

08/14/2026

Money is a tool. Freedom is the goal. 🌄

🔹 Freedom to retire on your terms.
🔹 Freedom to support the people you love.
🔹 Freedom to face the future with confidence.

On National Financial Awareness Day, we're reminded that financial planning is about more than numbers. It's about creating choices, building opportunities, and moving forward with greater clarity and purpose.

At Rise Private Wealth Management, we're proud to help individuals and families navigate life's financial decisions through personalized planning, thoughtful guidance, and a long-term perspective. Whether you're planning for retirement, building a legacy, or preparing for what's next, we’d love to connect.

Request a confidential conversation 👇: https://www.ameripriseadvisors.com/team/rise-private-wealth-management/contact/

☀️ When success is shared, everyone rises.

08/13/2026

💭 When clients talk about working with us, they rarely start with investment performance.

They talk about confidence.

They talk about clarity.

They talk about having a trusted partner in their corner.

🤝 That's what we strive to deliver every day at Rise Private Wealth Management.

We're grateful for the trust our clients place in us and proud to share one client's perspective on what it's like to work with our team. 🙏

🎥 Watch their story below.

If you're looking for a personalized wealth management experience built on relationships, planning, and long-term partnership, we'd love to connect.

👇 Request a confidential consultation: https://www.ameripriseadvisors.com/team/rise-private-wealth-management/contact/

8488481

08/07/2026

🙏 Give with purpose and gain tax advantages.

Thoughtful charitable giving can help you support the causes you care about while potentially reducing taxes, maximizing the impact of your contributions, and creating a lasting legacy.

In our latest blog, “Giving with Purpose: Strategies for Greater Impact," Justin Hall CFP®, BFA™, CRPC™, CRPS™, APMA™, explores charitable giving strategies that may help:

🔹 Increase the impact of your charitable gifts

🔹 Potentially lower your tax burden

🔹 Donate appreciated assets more efficiently

🔹 Create a lasting philanthropic legacy

When aligned with your broader financial plan, charitable giving can benefit both the organizations you support and your overall wealth strategy. See how 👇

📖 Read the full article: https://www.ameripriseadvisors.com/team/rise-private-wealth-management/perspectives/giving-with-purpose-smart-strategies-for-greater-impact/

Learn how giving with intention can help improve impact, tax efficiency, and align with your long-term financial and legacy goals.

08/07/2026

💰📉Health care costs in retirement can sneak up on you, but the good news is you can plan ahead.

From Medicare to HSAs to long-term care insurance, there are strategies to help you.

👇Here are a few to get started.

Request a consultation to learn more 👉: https://bit.ly/4fVg56e

Know your options when it comes to managing this major expense in your retirement years.

08/03/2026

What are the key variables in the second half of 2026? While global events may create some bumps along the way, the Ameriprise Investment Research Group (IRG) believes inflation should gradually ease in coming months. Even amid ongoing uncertainty, however, U.S. economic fundamentals remain solid. Read more in this report from the IRG.

07/30/2026

✨What you’ve built matters. What comes next matters too.

At Rise Private Wealth Management, we help advisors plan for retirement with confidence through a client first approach, personalized advice, and a commitment to preserving the relationships you’ve spent a lifetime building.

At Rise Private Wealth Management, we believe transitions should be thoughtful, intentional, and rooted in partnerships.

👇Let’s have a confidential conversation about what’s next in your journey:

https://bit.ly/4ftLsWq

07/27/2026

🎉We are thrilled to welcome Autumn Alicea to our team as a Client Service Coordinator in our McPherson, KS office. 🎉

Why people join Rise ➡️ https://www.ameripriseadvisors.com/team/rise-private-wealth-management/financial-videos-downloads/?video=c6bf200d25bf0f3c00ec9c1e8468483f73ad6b43

At Rise, we believe that great client relationships begin with great people. Autumn brings a passion for helping others and a commitment to providing outstanding service, making her a wonderful addition to our growing team.

Please join us in welcoming Autumn to Rise! 👇