Choosing the Right Trustee for Your Estate Plan
Jacqueline Rahn, Head of Family Office Fiduciary Services, explains the importance of selecting the right trustee to protect your legacy and support your loved ones.
Why Money Is More Than Math
In the first episode of The Human Side of Wealth, Andrew Busa and Steve Reder explore how money intersects with life, relationships, and purpose.
RWA Wealth Partners Earns National Recognition Across Several Leading Industry Rankings
BOSTON, October 23, 2025 – RWA Wealth Partners, a national independent and boutique wealth management firm responsible for $19.7 billion in client assets, announced today that the firm has been ranked on several leading industry lists. Barron’s Top 100 RIA List1. This list ranks independent advisory companies based on assets managed by the firms, growth,…
RWA Wealth Partners Expands Family Office Division with Two Senior Wealth Advisors
Jennifer Votano and Evelyn Pepe bring decades of experience advocating for women advisors and clients BOSTON, October 15, 2025 – RWA Wealth Partners, a national independent and boutique wealth management firm responsible for $19.7 billion in client assets, announced today that senior wealth advisors Jennifer Votano, CFA®, CFP®, and Evelyn Pepe, CFP®, CDFA®, have joined…
Donor-Advised Funds: Maximizing the Impact of Your Charitable Giving
Download Including Perspectives from Steve Reder, President, RWA Private Wealth, and Chris Hagan CRPC®, CHFC®, and Partner, Senior Wealth Advisor, RWA Private Wealth When clients ask about achieving their philanthropic goals efficiently, donor-advised funds (DAFs) nearly always come up in the conversation. Establishing a DAF is like creating your own private charitable foundation, but without…
Unlocking Opportunities in Private Markets
Associate Portfolio Manager Josh Jurbala explains how high-net-worth investors can help enhance diversification and growth with alternative investments.
Market Update: Fed Shifts, AI’s Impact and What’s Ahead
Chief Investment Officer Joseph “JP” Powers breaks down the Fed’s latest move, market reactions and why discipline matters right now.