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

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LOCATIONS

Costa Mesa,
California

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Advanced Wealth Planning in Costa Mesa, CA

Welcome to the RWA Wealth Partners office in Costa Mesa, located near the South Coast Plaza. We offer a comprehensive range of services including advanced wealth planning, investment management, estate planning, trust planning, and tax planning, prep and filing. Each member of our team brings a distinct blend of expertise and experience, ensuring a tailored approach that fits your unique financial needs. At the core of our firm lies a dedication to clients, integrity and personalized service.

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.

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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

3200 Park Center Drive, Suite 1260
Costa Mesa, CA 92626

info@rwawealth.com
833.RWA.PLAN

MEET YOUR ADVISOR

At RWA Wealth Partners, we believe that wealth is human. Your advisor and team of professionals care deeply about you and your needs. We look forward to crafting customized plans that help you achieve your financial goals while enjoying all that life brings.

Partner, Wealth Advisor

Jeff Menning
Ryan Collete
Wealth Advisor

Ryan Collette
Wealth Advisor

Stephen I. Lee

Partner, Wealth Advisor

Jeff Menning

Jeff Menning is a partner and wealth advisor at RWA Wealth Partners, where he regularly meets with clients to review their financial planning needs and communicate the firm’s investment strategies. He takes great pride in helping clients accomplish their long-term financial goals.


Jeff began his career in the financial services industry in 1997. Before joining RWA Wealth Partners, he held positions at Fidelity Investments and Ameritrade, where he helped affluent individuals and families achieve their financial objectives. Jeff is a CERTIFIED FINANCIAL PLANNER™ professional, having completed his coursework through the College for Financial Planning in 2007.


Originally from Chicago, Jeff has lived in Honolulu, San Diego and Venice Beach, California. He currently resides in Costa Mesa with his wife Dawn, their son Hudson, and their Standard Poodle Charlie. In his spare time, Jeff enjoys hiking, reading, paddle boarding and traveling abroad.

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Ryan Collete

Wealth Advisor

Ryan Collette

Ryan Collette is a wealth advisor at RWA Wealth Partners, where he meets directly with clients to communicate the firm’s investment strategy and review all financial planning needs. Ryan focuses on providing a tailored approach to his clients by recognizing their needs, establishing personalized goals and reviewing results quarterly.


Ryan has been in the financial services industry since 2000 and joined RWA Wealth Partners in 2015. He earned his B.S. in finance from Chapman University.


Outside of the office, Ryan enjoys hiking, camping, paddle boarding and snowboarding with family and friends.

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Wealth Advisor

Stephen I. Lee

Stephen I. Lee is a wealth advisor at RWA Wealth Partners, where he regularly meets with clients to implement and review financial planning and investment strategies.


Stephen began his career in wealth management in 2001 and has a broad range of experience in banking, insurance, investments and advisory services. He is passionate about helping his clients navigate key financial challenges by taking a comprehensive approach to planning.


Stephen graduated from the University of California, Irvine, with a B.A. in economics and earned his MBA from the USC Marshall School of Business. He is a CERTIFIED FINANCIAL PLANNER™ professional and a member of the Financial Planning Association of Orange County. He earned his Certified Wealth Strategist® designation in 2024.


Stephen is a 7-time World Champion and a 2-time National Champion in bicycle motocross racing. He resides in Irvine, CA with his family.

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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.
PARTNER, SENIOR WEALTH ADVISOR

John Puetz

John joined RWA Wealth Partners upon the acquisition of LeJeune Puetz Investment Counsel in 2023, a firm he founded with Dennis LeJeune in 1997. As a wealth advisor, he works primarily with high-net-worth clients helping them achieve their financial goals.
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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.

Required fields

85 Wells Avenue, Suite 109
Newton, MA 02459


info@rwawealth.com
833.RWA.PLAN