WELCOME TO THE HUMAN SIDE OF WEALTH.

At RWA Wealth Partners, we believe the ability to enjoy life, pursue goals and experience well-being is an essential and eternal symbol of wealth. This is a human pursuit. That’s why more than 6,000 clients trust us to build their wealth and preserve it for generations.

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the only wealth partner you’ll need.

For individuals and families spanning multiple generations, with complex needs we offer access to one of the most comprehensive suite of services assembled under one roof. This includes institutional quality investment management, tax prep, estate planning and trust services. We take on the complexity of managing and maximizing your wealth.

Comprehensive Wealth Management
  • Equity Compensation
  • Insurance Management
  • Business Succession Planning
  • Family Wealth Education
Investment Strategies
  • Tailored Portfolios
  • Alternatives
  • Tactical
  • Tax-efficient Strategies
  • Concentrated Stock
Tax Planning & Preparation
  • Tax Filing
  • Tax Planning
  • Liquidity event planning
  • Gifting
Estate, Trust, & Legacy Planning
  • Trustee Services
  • Family Office Services
  • Trust Reporting
  • Bill Pay

*Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with our wholly owned subsidiary, RWA Tax Solutions, LLC. Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana LLC.

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unlock insights
to sustain your wealth.

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Advanced Trusts: 4 Ways to Protect Your Estate

Traditionally, when we talk about estate planning tools, we focus on revocable trusts—an incredibly important and versatile wealth management tool. But that’s not the end of the story.

WHO WE SERVE

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Entrepreneurs

We can introduce you to the right relationships to build value and transition your business.

PRE- AND POST-SALE PLANNING

Succession planning
Investor relationships
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Individuals + Families

Our experienced advisors have access to time-tested strategies to craft and execute a sustainable plan.

Wealth preservation

Estate planning and execution

Legacy management

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Corporate Executives

We have solutions to mitigate concentration risk and create liquidity with your stock grants.

Equity awards management

Concentration risk mitigation

Wealth planning

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A WELL-CRAFTED PORTFOLIO CAN BECOME THE STUFF OF DREAMS.

Smart, connected planning and investments enable you to pursue your goals to the fullest. We can give you the confidence to do just that.

Learn more about our culture and leadership.

INDUSTRY RECOGNITION

$15.4B
Assets under management as of Dec. 31, 2023
Barron’s

#43 of Barron’s Top 100 RIA Firms 2023

fee was not paid for this ranking

Forbes

Named one of America’s Top RIA Firms 2023

Investment News

Ranked one of Top Regional RIAs 2023

Find additional information on the awards and recognitions listed above.

*Combined AUM of legacy firms. Barron’s America’s Best Independent Advisors 2013-2020 awarded based on data compiled by Barron’s.

Ready to experience the human side of wealth?

Let’s begin.

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