Meet Private Wealth Advisor & Senior Vice President of Rise Private Wealth Management, Tony Rizzuto, CFP®, CLU®, APMA® virtually or in-person in Rye Brook or NYC. In 2024 and 2025, Tony was named one of AdvisorHub Magazines Advisors to Watch (over $1 billion) and Forbes Best-in-State Wealth Advisors, 2025.
During this comprehensive financial planning consultation, you will have a one-on-one conversation about your entire financial life. Tony will dig deep, taking an in-depth look at your personal money goals, your values and how these are reflected in your current investments. Tony takes pride in his ability to ask the right questions, listening closely to your answers so you can feel confident the advice he provides reflects the unique goals of you and your family. Dont miss this great opportunity to start developing a personalized financial plan so you can gain the confidence of knowing you are on the right path and can focus more on what matters most to you.
With over 35 years of experience, Tony is passionate about working with clients to help them plan to achieve their financial goals both now, and for the future. He works with successful, high net-worth families and individuals to develop an investment strategy and financial plan that has been designed according to each of their individual needs and values. Tony graduated from Clark University with a BA in Business Management. He is a CERTIFIED FINANCIAL PLANNER professional and Accredited Portfolio Management Advisory. Tony is a Chartered Life Underwriter® and has extensive experience helping clients assess their need for long-term care and life insurance. Knowing that each and every case is unique and works with clients to help ensure they are being given options customized to their individual needs.
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