Jeff Beshansky is a Wealth Advisor at RWA Wealth Partners, providing comprehensive financial planning and investment management to individuals, families and business owners. He delivers personalized advice tailored to each client’s goals, values and circumstances, helping them make confident financial decisions.

Jeff collaborates closely with RWA’s investment team, tax professionals and estate specialists to provide fully integrated wealth and retirement planning strategies. This coordinated approach ensures clients have a holistic plan that supports both current needs and future aspirations. He also partners with clients’ external advisors, including CPAs, attorneys and bankers, to ensure seamless, comprehensive planning.

Prior to joining RWA in 2025, Jeff spent four years as a Vice President and Relationship Manager at CIBC Private Wealth, working with high-net-worth and ultra-high-net-worth families. Previously, he served for 16 years at a Boston-based wealth management firm, ultimately as a Senior Wealth Advisor.

Jeff earned a B.S. in business administration from the University of New Hampshire and is a CERTIFIED FINANCIAL PLANNER® professional.

Jeff resides in Millis, MA with his wife and daughter. He enjoys skiing in the winter and spending summer days on Cape Cod, boating and relaxing on the beach with his family.