Adviser Investments and Polaris Wealth Advisory Group are now RWA Wealth Partners.

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.


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.


Our purpose is to resolve clients’ financial tensions and complexities while putting them on a better path to prosperity.


Our mission is to provide smart, seamlessly orchestrated solutions that take hard work out of wealth management and build partnerships for life.


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.

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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.

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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.

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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.

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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.

Mario Ramos

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



Assets under management as of Sept. 30, 2023


#43 of Barron’s Top 100 RIA Firms 2023

fee was not paid for this ranking


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.

we have offices across the nation


Costa Mesa

San Rafael


Dallas-Fort Worth






Traverse City


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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