Advanced 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, trust planning, and tax planning, prep and filing. With a focus on excellence, our advisors offer a comprehensive approach to meet your financial goals. Get to know the people who are invested in your prosperity.
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 YOUR ADVISOR
meet your 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.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™?
Let’s begin.
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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