Boutique Wealth Planning in Troy, MI
At the RWA Wealth Partners office in Troy, our team of professionals are committed to providing personalized advanced wealth planning, investment management, estate planning and tax planning, preparation and filing. Drawing on our diverse range of skills and experiences, we offer tailored solutions to address your unique financial situation. It is our mission to provide smart, seamlessly orchestrated solutions to help you prosper. Meet the people who are dedicated to helping you achieve your goals.
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 the team in troy
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.
Ryan Drews
Ryan is a Director and a member of the Business Development Team. Ryan has 18 years of industry experience working with clients on customized financial planning and investment management solutions. Ryan meets directly with clients and prospective clients to review their holistic planning needs and to communicate Polaris Wealth’s investment strategies.
Vanessa Carter-Witt
Vanessa Carter-Witt is a wealth advisor. She joined RWA Wealth Partners in 2017 and has been a CERTIFIED FINANCIAL PLANNER™ professional since 2021. In her role, she provides comprehensive and customized financial planning advice to RWA Wealth Partners’ clients. Vanessa has a particular interest in helping clients navigate the complexities of aging in place and recently received her Certification for Long-Term Care.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