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

San Rafael,
California

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.

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

Team not found

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.
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.

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