Can you afford that million-dollar vacation home? Do you have enough to retire comfortably? Are you underinsured, putting your generational wealth at risk? We understand that your financial goals are deeply intertwined with your personal values and passions. That's why we provide highly personalized advice and a level of service unmatched in the industry. Our boutique approach means you'll never feel like just another number. Read more to see how an advisor can help you achieve your goals. https://lnkd.in/gjKxw4UY
About us
RWA Wealth Partners offers a boutique experience like no other and is distinguished in many ways, especially by the integration and combination of advanced financial planning services and wealth management offerings that few can match. And as a fee-only fiduciary, the advice you get is always in your best interest. As your wealth grows, so does the complexity of managing it. Your advisor and team of professionals are in lockstep with your goals and the future you seek. Our process is designed to help preserve and enhance the wealth and well-being of your family so you can forge ahead more confidently.
- Website
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www.RWAWealth.com
External link for RWA Wealth Partners
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Newton, MA
- Type
- Privately Held
- Founded
- 2023
Locations
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Primary
Get directions
85 Wells Avenue, Suite 109
Newton, MA 02459, US
Employees at RWA Wealth Partners
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Carlos Sotero, MBA
Chief Technology Officer @ RWA Wealth | CIO | MBA, ITIL v3
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Stephen Lee, CFP®, CWS®, MBA
Wealth Management | Financial Planning | Advisory Services | Fiduciary Standard | Investment Consulting
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Edward Balderas
Marketing and Sales
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Tim Mazanec, MPAS®, CFP®, CRPC®, CMT®
Provide financial planning and investment management to enhance lifestyles, lower taxes, and minimize estate planning gaps.
Updates
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Exciting news! The 2024 Advisors to Watch awards lists by AdvisorHub are live, and we are honored that two of our advisors at RWA Wealth Partners were recognized: Kari W. and Brad Sharp, CFP®. Kari was ranked in the top five out of 100 Women Advisors to Watch. And Brad was recognized as one of 200 RIAs to Watch, ranking in the top 15. This recognition celebrates two great people and skilled advisors, and it highlights the exceptional community we have at our firm. You can find both lists here: https://lnkd.in/es6tKEek
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Are you navigating the complexities of taxes, retirement planning or estate planning? A comprehensive approach to wealth management becomes increasingly important as your financial situation grows in complexity. At RWA Wealth Partners, we offer a boutique, high-touch experience that integrates financial planning, tax planning, estate planning and investment management under one roof. Read more to learn how you can start building a financial plan that helps you achieve wealth with purpose. https://lnkd.in/gjKxw4UY
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You may have unique planning needs, including preserving wealth across generations, making substantial charitable contributions and developing complex estate plans. For couples or families, goal setting can uncover differing priorities and lead to important conversations. Ready to discover your true financial goals? Read more to learn how. https://lnkd.in/g-CZd45H
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Are you chasing market returns or focusing on what truly matters to you? Goals-based financial planning is a strategy that aligns your wealth with your aspirations. Learn more about how collaborating with a wealth advisor at our firm can help you navigate the process, uncover hidden priorities and make informed decisions. Read the full article here: https://lnkd.in/g-CZd45H
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Big news in career moves: Michelle Knight will step in as CEO of RWA Wealth Partners. The appointment will make the firm one of the largest RIAs led by a woman in the U.S. Also in today’s newsletter: What the latest CPE numbers mean for wealth management, as seen by experts across the industry. Plus, generative AI has infused chatbots with new abilities, but it takes plenty of training to get accurate outputs. #wealthmanagement #interestrates #chatbots