Boutique Wealth Planning in Traverse City, MI
Welcome to the RWA Wealth Partners office in Traverse City. Our dedicated team specializes in advanced wealth planning, investment management, estate planning and tax planning, preparation and filing. With a focus on excellence, we offer a comprehensive approach to meet your financial goals. Get to know the people who are invested in your prosperity.
MEET THE TEAM IN TRAVERSE CITY
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.

John Puetz

Partner, Senior Wealth Advisor
John Puetz
John Puetz is a partner and senior wealth advisor at RWA Wealth Partners. John works primarily with high-net-worth individuals and families, helping them achieve their financial goals by providing comprehensive wealth planning solutions in close coordination with our investment team, tax professionals and estate planners.
John joined RWA Wealth Partners in 2023 upon the acquisition of his firm, LeJeune Puetz Investment Counsel, which he cofounded in 1997.
John graduated from the University of Notre Dame with a B.S. in business administration, concentrating in accounting. He earned an M.S. in management with a concentration in finance from the J. L. Kellogg Graduate School of Management at Northwestern University.
He lives in Traverse City, MI, with his wife, son and daughter. He is active in the Catholic community, serving on many boards and committees in the area. He also enjoys Notre Dame football, golfing and other outdoor activities in northern Michigan.
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85 Wells Avenue, Suite 109
Newton, MA 02459
info@rwawealth.com
833.RWA.PLAN