Adviser Investments and Polaris Wealth Advisory Group are now RWA Wealth Partners.

Kari Wolfson

Kari Wolfson

Partner, Wealth Advisor
6173212320
kwolfson@rwawealth.com

Experience the human side of wealth.

Kari joined RWA Wealth Partners in 2011 after relocating to the Boston area from Chicago, IL, where she worked at Astor Capital Management.

In her role as a partner and wealth advisor, Kari works with a select group of individuals and families to help them build, sustain and transfer wealth based on their distinct goals and needs. She enjoys partnering with her clients on all aspects of financial planning, including philanthropy and next-generation planning.

Kari earned her B.S. in finance from DePaul University. She is a CERTIFIED FINANCIAL PLANNER™ professional, an Accredited Wealth Management Advisor™ and a member of the Financial Planning Association.

Kari lives in Needham, MA with her husband, two sons and sheepadoodle. She enjoys traveling and cheering on her home team, the Iowa Hawkeyes.

Accreditations

  • CFP®
  • AWMA™

Awards

  • Five Star Wealth Manager* (2022, 2023)

Education

  • B.S., Finance, DePaul University
*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.

Ready to experience the human side of wealth?

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