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

Chicago,
Illinois

Advanced Wealth Planning in Chicago, IL

Welcome to the RWA Wealth Partners office in Chicago, located in the Loop right along the Chicago River. Our team of professionals specialize in advanced wealth planning, investment management, estate planning, trust planning, and tax planning, prep and filing. With a diverse range of backgrounds and skills, we offer a comprehensive approach to address your financial needs. Get to know the people who are dedicated to helping you prosper in every way possible.

the only wealth partner you’ll need.

For individuals and families spanning multiple generations, with complex needs we offer access to one of the most comprehensive suite of services assembled under one roof. This includes institutional quality investment management, tax prep, estate planning and trust services. We take on the complexity of managing and maximizing your wealth.

Comprehensive Wealth Management
  • Equity Compensation
  • Insurance Management
  • Business Succession Planning
  • Family Wealth Education
Investment Strategies
  • Tailored Portfolios
  • Alternatives
  • Tactical
  • Tax-efficient Strategies
  • Concentrated Stock
Tax Planning & Preparation
  • Tax Filing
  • Tax Planning
  • Liquidity event planning
  • Gifting
Estate, Trust, & Legacy Planning
  • Trustee Services
  • Family Office Services
  • Trust Reporting
  • Bill Pay
  • Equity Compensation
  • Insurance Management
  • Small Business Succession Planning
  • Family Wealth Education
  • Tailored Portfolios
  • Alternatives
  • Tactical
  • Tax-efficient Strategies
  • Concentrated Stock
  • Tax Filing
  • Tax Planning
  • Liquidity event planning
  • Gifting
  • Trustee Services
  • Family Office Services
  • Trust Reporting
  • Bill Pay (Updated)

*Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with our wholly owned subsidiary, RWA Tax Solutions, LLC. Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana, LLC.

Location

150 N. Wacker Drive, Suite 1250
Chicago, IL 60606

info@rwawealth.com
833.RWA.PLAN

MEET YOUR ADVISOR

Team not found

meet your advisor

At RWA Wealth Partners, it is our mission is to provide smart, seamlessly orchestrated solutions that take hard work out of wealth management. Our team looks forward to crafting customized plans that allow you to pursue your financial goals while also enjoying all that life brings.
WEALTH ADVISOR

Cody Carlson

As a member of the wealth management team, Cody collaborates with clients to develop a holistic financial plan to achieve their unique long-term goals. Prior to joining the firm, Cody spent his career at Fidelity Investments, where he created and implemented financial plans for his clients.
WEALTH ADVISOR

Laura Hearn

Laura is a wealth advisor working on the RWA Wealth Partners team in Chicago. She has over 20 years of experience as an advisor and enjoys helping clients align life goals with financial goals.

WHO WE SERVE

Entrepreneurs

We can introduce you to the right relationships to build value and transition your business.

PRE- AND POST-SALE PLANNING

Succession planning
Investor relationships
Individuals + Families

Our experienced advisors have access to time-tested strategies to craft and execute a sustainable plan.

Wealth preservation

Estate planning and execution

Legacy management

Corporate Executives

We have solutions to mitigate concentration risk and create liquidity with your stock grants.

Equity awards management

Concentration risk mitigation

Wealth planning

INDUSTRY RECOGNITION

$14.6B

Assets under management as of Sept. 30, 2023

Barron’s

#43 of Barron’s Top 100 RIA Firms 2023

fee was not paid for this ranking

Forbes

Named one of America’s Top RIA Firms 2023

Investment News

Ranked one of Top Regional RIAs 2023

Find additional information on the awards and recognitions listed above.

*Combined AUM of legacy firms. Barron’s America’s Best Independent Advisors 2013-2020 awarded based on data compiled by Barron’s.

Ready to experience the human side of wealth?

Let’s begin.

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Ready to experience the human side of wealth?

Let’s begin.

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85 Wells Avenue, Suite 109
Newton, MA 02459


info@rwawealth.com
833.RWA.PLAN