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

Featured Article

Worry-Free Retirement Planning for High-Net-Worth Individuals

Attaining confidence in your retirement plan can be an elusive pursuit, even once you achieve financial success. A study1 found that 58% of high-net-worth individuals…

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Please join us for a special presentation and learn strategies to help protect more of your wealth from the IRS. Hear our advice on how to maintain focus on your financial goals and not the upcoming elections. 

RWA’s Expertise: Financial Planning for Doctors

As a medical professional, you dedicate your time and knowledge to care for the health and well-being of your patients. While you are an expert in your field, it’s not uncommon for busy physicians like you to not have the same level of expertise when it comes to managing your personal finances in pursuit of your personal financial needs and goals. That’s where an experienced wealth management team comes in. Financial planning for doctors is especially important given your long hours, complex insurance needs, income level and tax implications. In this post, we’ll look at some facets of financial planning specific to your needs, and the needs of other medical professionals, and show you how we can provide physician wealth services for doctors like you….

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4 Ways to Maximize Your Equity Compensation

Stock options have become a larger part of our clients’ overall compensation in recent years—but how employers structure their offering varies widely and maximizing the...
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Tax Max to Min

HSA Spells Tax-Free Investing

It might seem like the holy grail every investor is looking for: A way to shelter a portion of your income for spending later in...
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Notebook and Calendar

Estate-Planning Checklist: Must-Haves

Drawing upon Adviser Investments’ decades of experience, our comprehensive estate and legacy planning checklist includes a glossary of key terms and identifies five critical estate...
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People at Table Discussing Estate Planning

Advanced Trusts: 4 Ways to Protect Your Estate

Traditionally, when we talk about estate planning tools, we focus on revocable trusts—an incredibly important and versatile wealth management tool. But that’s not the end of...
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