Adviser Investments and Polaris Wealth Advisory Group are now RWA Wealth Partners.
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.
For individuals and families spanning multiple generations with complex needs, we offer access to one of the most comprehensive suites 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.
*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.
We can introduce you to the right relationships to build value and transition your business.
PRE- AND POST-SALE PLANNING
Our experienced advisors have access to time-tested strategies to craft and execute a sustainable plan.
Estate planning and execution
We have solutions to mitigate concentration risk and create liquidity with your stock grants.
Equity awards management
Concentration risk mitigation
Assets under management as of Sept. 30, 2023
#43 of Barron’s Top 100 RIA Firms 2023
fee was not paid for this ranking
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.