Kyle Mortimer

Financial Advisor, IAR

Kyle serves as a Financial Advisor and licensed Investment Advisor Representative at Rise North Capital. With a rich background in engineering, startups, and Industrial Management, he brings a unique perspective to the world of finance, particularly in leveraging innovative strategies to build wealth and security. Drawing inspiration from his early days watching his grandfather's day-trading endeavors, he developed a profound passion for finance that has only grown stronger over the years.

Having spent his formative years in Westford, MA, and later venturing to the South, Kyle's diverse experiences have equipped him with a holistic understanding of financial landscapes. His engineering tenure—from working on turbines to defense contracting—has instilled in him a meticulous approach to financial planning. This precision extends to his expertise in advanced financial strategies such as Premium Financing and Infinite Banking Concepts. By utilizing these strategies and leveraging key industry relationships, he effectively assists high-net-worth individuals and businesses in maximizing their ability for long-term growth and security.

As an independent advisor and fiduciary, Kyle is committed to acting in the best interests of his clients. He understands the importance of personal connections and strategic partnerships, which enable him to provide tailored financial solutions that align with each client's unique goals. His dedication to fostering enduring relationships ensures that his clients receive the highest level of service and expertise. 

A fervent supporter of New England sports, Kyle never misses a chance to cheer for the Patriots and the Celtics. When he's not assisting clients or catching a game, he can be found spending quality time with his wife in Tewksbury, MA, experimenting with new recipes, or playing with their beloved puppy, Bennie. He and his wife hope to someday start a foundation that empowers the younger generation to pursue financial literacy.