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.
Helping Build Resilient Portfolios for Generational Wealth
Portfolio manager and director Jeremy Lehrer shares how to design portfolios intended to support your family’s legacy.
Protecting Your Wealth: Risk Management for Families
Partner and Senior Wealth Advisor John Puetz outlines strategies to safeguard your family’s wealth from hidden risks.
RWA Wealth Partners Expands West Coast Presence with Acquisition of Moirai Wealth Management
Acquisition adds $344 million in new client assets and enhances RWA’s family office capabilities and team BOSTON, August 18, 2025 – RWA Wealth Partners, a national independent and boutique wealth management firm responsible for $18 billion in client assets, announced today the acquisition of Moirai Wealth Management, a San Francisco-based independent registered investment advisor (RIA)…
Market Update: All Eyes on the Fed
Chief Investment Officer Joseph “JP” Powers discusses Q2 earnings, jobs, inflation and the Fed’s next move.