Boutique 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 and tax planning, preparation and filing. We understand the importance of securing your financial future and are committed to guiding you every step of the way with tailored solutions to help you achieve your financial goals. Meet the team of professionals who are dedicated to your success.
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.
- Equity Compensation
- Insurance Management
- 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
- 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.
MEET The team in san rafael
At RWA Wealth Partners, we believe that wealth is human. Your 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 Albright serves as a wealth advisor at RWA Wealth Partners. In his role, Russell meets with current and potential clients to establish and implement investment and financial planning strategies based on their unique goals. Using his expertise to analyze each client’s financial picture through a holistic framework, Russell assesses specific needs, plans for near- and long-term time horizons, and works with his team to implement a targeted wealth strategy.
Russell graduated from the University of the Pacific, where he earned a B.A. in pre-law studies. He also earned a certificate in Strategic Decision and Risk Management from Stanford University’s Center for Professional Development and holds the Certified Trust and Fiduciary Advisor designation (CTFA) from 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.
The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.
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Wealth Advisor
Marge Neis
Margery (“Marg”) Neis serves as a wealth advisor at RWA Wealth Partners. In her role, she meets with current and potential clients to discuss investment philosophy and process; develops and implements clients’ investment objectives; and establishes ongoing portfolio recommendations based on market environment, tax considerations and individual client objectives. Marge builds strong relationships with her clients and their families and is resolute in helping clients achieve their goals over time and as their circumstances evolve.
Before joining RWA Wealth Partners, Marge spent her more than 30-year career in accounting and financial consulting, providing analytical and litigation support services to a team of professionals handling billions of dollars in settlements. She also volunteers on the local Financial Planning Association’s Pro Bono and Emerging Advisor committees as well as for Tax-Aide’s free tax preparation service.
Marge earned an MBA degree with a concentration in finance from the University of Minnesota, and she is a CERTIFIED FINANCIAL PLANNER® professional and a CPA (inactive).
Originally from North Dakota, Marg resides in northern California 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.
The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.
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Wealth Advisor
Brennan Foust
Brennan Foust is a wealth advisor at RWA Wealth Partners. Brennan provides comprehensive financial planning to individuals and families in coordination with our investment team, tax professionals and estate planners. Brennan plays an integral role in helping clients build, sustain, and transfer their wealth according to their specific goals and needs. 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 graduated from the University of Minnesota’s Carlson School of Management with a B.S. in finance. He obtained his CERTIFIED FINANCIAL PLANNER® certification in 2024.
Brennan currently resides in San Francisco with his wife, Diana, and is an avid sportsman who particularly enjoys soccer, golf and cycling.
The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.
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meet your 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.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.WHO WE SERVE
Entrepreneurs
We can introduce you to the right relationships to build value and transition your business.
PRE- AND POST-SALE PLANNING
Our experienced advisors have access to time-tested strategies to craft and execute a sustainable plan.
Wealth preservation
Estate planning and execution
Legacy management
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
#43 of Barron’s Top 100 RIA Firms 2023
fee was not paid for this ranking
Forbes
Investment News
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®?
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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