About Us

Careful stewards of generational wealth.

We have a rich history of serving individuals and families to help create and sustain their wealth for generations. Let us do that for you.

SUPPORTING YOUR FINANCIAL JOURNEY

Institutional-Quality Solutions, Boutique Experience.

As a national independent wealth management firm, we help individuals and families with their complex needs. We strive to offer a boutique experience personalized for each client’s specific circumstances.

MISSION

To preserve and enhance the wealth and legacy of the families and institutions we serve.

VISION

To be the essential wealth partner you can rely on to craft an enduring legacy anchored in your values and aspirations.

our history

A rich heritage.

You can lean on a heritage that brings you solutions you’d expect from a large firm with the attention of a boutique firm.

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.

Ropes Wealth Advisors opens its doors as a registered investment adviser, owned by Ropes & Gray.

Ropes Wealth Advisors combines with Adviser Investments to form RWA Wealth Partners, further expanding the firm’s national footprint.

RWA Wealth Partners introduces RWA Private Wealth and RWA Family Office. With more than $17.2B in AUM (as of 12/31/24), RWA is one of the largest woman-led RIAs in the nation.

“We have a team that has all the quality and depth of expertise that is expected of a large provider but with personalized, authentic and fiduciary experience delivered in a bespoke, boutique setting.”

Michelle Knight

Chief Executive officer and Chief Economist

Our Approach

Personalizing a Financial Plan
Designed to Meet Your Needs.

Your financial life can involve many moving parts, including compensation, investments, retirement plans, trust benefits and educational funds. We can help you understand how these moving parts integrate with your goals with a comprehensive and coordinated planning process.

Connect

We meet with you and listen to understand your goals, values and needs. We help you reflect and align your wealth with your purpose.

Design

We assess your savings, spending, investments, taxes and estate, then draft a custom wealth strategy to help you achieve your life goals.

Enhance

We create a budget and lifestyle expense plan, sharing current and projected cash flow and net worth analysis. Then we review and stress test your investment asset allocation.

Implement

We coordinate with your trusted advisors on tax and legal matters to integrate tax planning and estate planning into your overall plan.

Preserve

We review changes in your financial situation or life circumstances and update your plan as needed. And we help pass on your values for generations to come.

Ready to experience the human side of wealth^®?

Let’s begin. Fill out the form below for your complimentary financial plan, including tax analysis and investment strategy.

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