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

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LOCATIONS

San Rafael,
California

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Advanced Wealth Planning in San Rafael, CA

The RWA Wealth Partners office in San Rafael is composed of seasoned professionals committed to advanced wealth planning, investment management, estate planning, trust planning, and tax planning, prep and filing. Our collective expertise ensures a comprehensive approach tailored to achieve your financial goals. Meet the people who are not just advisors but your trusted partners.

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

824 E Street
San Rafael, CA 94901

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.

Russell Albright
Wealth Advisor

Russell Albright
Marge Neis
Wealth Advisor

Marge Neis
Brennan Foust
Wealth Advisor

Brennan Foust
Russell Albright

Wealth Advisor

Russell Albright

Russell serves as a Wealth Advisor at RWA Wealth Partners. With over two decades of financial services experience, his knowledge of estate planning and wealth management are advantageous to the firm’s high net worth clients. He enjoys working with clients that have complex financial planning needs and recommends strategic solutions to help reach their financial goals and objectives.


Russell graduated from University of the Pacific where he earned a bachelor’s degree and a certificate in Strategic Decision Risk Management from Stanford University’s Center for Professional Development. He also currently holds the Certified Trust Financial Advisor designation with the Institute of Certified Bankers.


In his free time, Russell enjoys golfing, fly fishing, touring Sonoma County’s wineries and spending time with his family.

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Marge Neis

Wealth Advisor

Marge Neis

Before joining RWA Wealth Partners as a Wealth Advisor, Marge Neis spent her career in accounting and financial consulting, providing analytical and litigation support services to a team of professionals handling billions of dollars in settlements. Marge is a CPA (Inactive), has an MBA degree with a concentration in finance from the University of Minnesota and is a CERTIFIED FINANCIAL PLANNER™* professional.


Marge is an experienced financial professional with over 30 years’ proficiency in accounting, financial consulting and litigation support. She volunteers on the local Financial Planning Association’s pro bono and Emerging Advisors committees as well as for Tax-Aide’s free tax preparation service. She cares deeply about each client’s financial picture and is committed to helping clients achieve mastery over their personal finances.


Marge is originally from North Dakota and is the parent of identical twin daughters. In her spare time, she likes to participate in outdoor exercise boot camp classes and visit San Francisco’s wonderful art exhibits.

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Brennan Foust

Wealth Advisor

Brennan Foust

Brennan Foust is a wealth advisor at RWA Wealth Partners and a member of the firm’s wealth management team. In this role, Brennan serves as a trusted advisor to the firm’s clients and provides comprehensive financial planning advice to help clients meet their financial goals. He works closely with all members of the wealth management team with the goal of always exceeding client expectations and is a valuable resource who supports the team by providing expertise in the areas of investments and tax, estate, and financial planning for current and prospective clients.


Brennan began his career at RWA Wealth Partners in 2019 as a relationship manager, where he was responsible for delivering individualized and comprehensive financial planning solutions. Before joining RWA Wealth Partners, Brennan worked as an investment analyst at Stevens Foster Financial Advisors, a Minnesota-based advisory firm. Brennan obtained his CERTIFIED FINANCIAL PLANNER® certification in 2024. Brennan received his B.S. in finance from the University of Minnesota’s Carlson School of Management.


Brennan is an avid sportsman and particularly enjoys soccer, golf and cycling. He resides in San Francisco with his wife, Diana.

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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.
WEALTH ADVISOR

Russell Albright

Russell serves as a Wealth Advisor at Polaris Wealth. With over two decades of financial services experience, his knowledge of estate planning and wealth management are advantageous to the firm’s high net worth clients. He enjoys working with clients that have complex financial planning needs and recommends strategic solutions to help reach their financial goals and objectives.
More
WEALTH ADVISOR

Marge Neis

Before joining Polaris Wealth as a Wealth Advisor, Marge Neis spent her career in accounting and financial consulting, most recently providing analytical and litigation support services to a team of professionals handling billions of dollars in legal settlements. Marge is a CPA (Inactive), has an MBA degree with a concentration in finance from the University of Minnesota and is a CERTIFIED FINANCIAL PLANNER™ professional.
More

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