How do you Manage the Complexities of Wealth?
Karen Schmid, Managing Director, RWA Family Office in San Franciso, shares our approach to organizing the complexity, so your goals aren’t lost in translation.
Charitable Giving Strategies That Go Beyond the Numbers
Andrew Busa, Steve Reder, and Nicole LaChapelle explore how to give with intention, covering smart strategies, family conversations and legacy planning.
What the New Tax Law Means for You
Director of Financial Planning Andrew Busa and Tax Associate Christopher Hernandez unpack the biggest tax changes in years, and what they mean for families, business owners and retirees.
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…