Kari Wolfson is a partner and senior wealth advisor at RWA Wealth Partners. Kari plays an integral role in helping individuals and families build, sustain, and transfer their wealth according to their specific goals and needs. With a deep commitment to personalized service, Kari works closely with her clients on various aspects of financial planning, including philanthropy and next-generation planning, to ensure each client’s wealth strategy aligns with their unique values and goals.
Kari joined RWA Wealth Partners in 2011 after relocating to the Boston area from Chicago, where she previously worked as a registered client service associate for Astor Capital Management.
Kari earned her B.S. in finance from DePaul University. She is a CERTIFIED FINANCIAL PLANNER® professional and earned her Accredited Wealth Management AdvisorSM designation. She is a member of the Financial Planning Association. In addition, Kari is a multi-time winner of the Boston magazine Five Star Wealth Manager award.*
Kari resides in Needham, MA, with her husband, two sons, and their sheepadoodle, Bauer. She enjoys traveling and cheering on her children at their sporting events and also cheering on her home team, the Iowa Hawkeyes.
*The Five Star Wealth Manager award is administered by Crescendo Business Services, LLC. A fee was not paid to be placed on this list. The award does not evaluate the quality of services provided to clients nor is it indicative of the Wealth Advisor’s future performance of investment success. For more information on this award, please refer to the Awards and Recognitions page on this website.
The fact that an employee holds a particular designation or credential does not guarantee that a specific investment-related result will be achieved; nor does such protect against loss of investment principal. For more information on credentials please refer to the Professional Credentials page on this website.
