Your Wealth, Your Family, Your Future
Partner and Wealth Advisor, Jeff Menning, CFP®, CDFA® shares how RWA Wealth Partners shares 5 key takeaways from the One Big Beautiful Bill.
What the One Big Beautiful Bill Means for You, Your Family and Your Wealth
The passage of the One Big Beautiful Bill Act (OBBB) ushers in sweeping changes to taxes that will frame legacy planning and wealth strategy for years to come. Signed into law on July 4, 2025, the OBBB not only makes permanent many of the provisions of the Tax Cuts and Jobs Act (TCJA) from 2017,…
Barron’s Advisor Q&A With CEO Michelle Knight
In June, Barron’s Advisor published an enlightening Q&A with Michelle Knight, RWA’s CEO and chief economist. In a wide-ranging conversation, she reveals her financial industry origins story, shares her philosophy for helping clients manage their wealth, discusses what it means to be a woman in her role, what she’s seeing in the economy, the plan…
Market Update: Stocks Continue to Defy Expectations
Chief Investment Officer Joseph “JP” Powers reviews asset class returns, the Big Beautiful Bill and what to watch in the second half of 2025.
RWA Wealth Partners Announces Executive Leadership Promotions
Nicole LaChapelle named President of RWA Family Office and Steve Reder President of RWA Private Wealth BOSTON, July 8, 2025 – RWA Wealth Partners, a leading independent and boutique fiduciary firm responsible for more than $17 billion in client assets, announced today two executive leadership promotions. These promotions align with the firm’s focus on providing…
Financial Clarity Through Divorce
Wealth Advisor Diana Linn, CFP®, CDFA® shares how RWA Wealth Partners helps clients navigate the financial complexities of divorce.
Market Update: Resilience Amid Uncertainty
Chief Investment Officer Joseph “JP” Powers discusses market rebounds, global risks and the evolving role of Treasuries.