About Us
the only wealth partner YOU’ll ever need.
We have a rich history of serving individuals and families to help create and sustain wealth for generations. Let us do that for you.
A BETTER EXPERIENCE
Institutional-Quality Solutions, Boutique Experience.
As a national independent wealth management firm, RWA Wealth Partners offers an experience like no other. We manage wealth for individuals and families with complex needs who value a one-stop solution. And as a fee-only fiduciary, the advice you get is always in your best interest.
Purpose
Our purpose is to resolve clients’ financial tensions and complexities while putting them on a better path to prosperity.
MISSION
Our mission is to provide smart, seamlessly orchestrated solutions that take hard work out of wealth management and build partnerships for life.
VISION
Our vision is to be the only wealth partner clients need.
our history
Born from three companies, United as one.
In 2023, three iconic wealth management companies, each with a distinct heritage, united to form a single independent entity —RWA Wealth Partners. Our vision is to provide comprehensive, coordinated, institutional-quality wealth management to families, individuals, executives, businesses and charitable entities as a fee-only fiduciary.
Ropes Wealth Advisors
Ropes Wealth Advisors opened its doors in 2015, but traces its origins back to 1865, when the global law firm Ropes & Gray’s trust and estate practice provided planning and fiduciary oversight to families of generational wealth and influence.
Adviser Investments
Adviser Investments was founded by Dan Wiener in 1994. Jim Lowell joined the firm in 1997. They shared a vision of offering commonsense money management solutions for individuals and families.
Polaris Wealth Advisory Group
Polaris Wealth Advisory Group started by offering comprehensive financial planning and tactical investment management along with financial education to help clients across the nation achieve better financial outcomes.
above and beyond
wealth management.
We see and coordinate your total wealth picture, including your taxes, investments, insurance and estate planning.
Our Approach
designed to
BUILD your confidence.
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 preserve and enhance the wealth and well-being of your family so you can forge ahead confidently.
DESIGN
Listen to your goals, values, concerns and preferences.
Connect and coordinate your savings, spending, investments, taxes and estate.
Craft a custom long-term wealth strategy that reflects your life goals beyond your finances.
ENHANCE
Build a diversified portfolio to help achieve your goals.
Optimize the mix of active and passive strategies to pursue superior after-tax results.
Review and rebalance your portfolio regularly to ensure it stays aligned with your objectives.
TRANSFORM
Maximize your return on time and enable you to live your best life.
Integrate tax planning, filing and legal services into your financial plan.*
Incorporate advanced planning strategies like family office solutions and business transition services as needed.
PRESERVE
Minimize turnover, costs and taxes. Continuously watch the markets to help you through volatile situations.
Educate your family about the responsibility and stewardship of inheritance.
Pass on your values for generations to come.
*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.
Our advice is always based on a deep understanding of your goals. Your advisor is your single point of contact who handles all your needs with a multifaceted team of specialists.
managing director
wealth management
INDUSTRY RECOGNITION
$14.6B
Assets under management as of Sept. 30, 2023
Barron’s
#43 of Barron’s Top 100 RIA Firms 2023
fee was not paid for this ranking
Forbes
Investment News
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.
we have offices across the nation
California
Costa Mesa
San Rafael
Illinois
Chicago
Massachusetts
Newton
Michigan
Troy
Texas
Houston
About Us
Careful stewards of generational wealth.
We have a legacy of serving individuals and families to help create and sustain their wealth for generations. Let us do that for you.
A BETTER EXPERIENCE
Institutional-Quality Solutions, Boutique Experience.
MISSION
VISION
our history
A rich heritage.
Ropes & Gray, an iconic global law firm, begins overseeing investments for clients as part of its trust and estate practice.
Adviser Investments begins offering commonsense money management via their widely subscribed newsletters.
Ropes & Gray forms Ropes Wealth Advisors as an independent registered investment advisory firm.
Ropes Wealth Advisors combines with Adviser Investments to form RWA Wealth Partners, further expanding the firm’s national footprint.
RWA becomes the second-largest woman-led Registered Investment Adviser (RIA) in the nation, with more than $17 billion in assets under management.
above and beyond
wealth management.
Our Approach
designed to
BUILD your confidence.
As your wealth grows, so does the complexity of managing it. Your team of professionals is 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 pursue your goals more confidently.
CONNECT
DESIGN
ENHANCE
IMPLEMENT
PRESERVE
*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.
managing director
wealth management
INDUSTRY RECOGNITION
$14.6B
Assets under management as of Sept. 30, 2023
Barron’s
#43 of Barron’s Top 100 RIA Firms 2023
fee was not paid for this ranking
Forbes
Investment News
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.
we have offices across the nation
California
Illinois
Michigan
Texas
Ready to experience the
human side of wealth?
Let’s begin.
Ready to experience the human
side of wealth®?
Let’s begin.
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