Frederick (“Rick”) Winters is a partner and senior wealth advisor at RWA Wealth Partners. Rick leverages more than two decades of experience to deliver comprehensive financial planning solutions for individuals and families with complex planning needs. With his team, Rick meets with clients to review their financial planning needs and communicate the firm’s investment strategies. He takes great pride in helping clients reach their long-term financial goals.
Rick joined RWA Wealth Partners in 2001, previously having worked at American Express Financial Advisors. He is a multi-year winner of the Boston magazine Five Star Wealth Manager award.*
Rick earned his B.S. in business administration with a concentration in marketing and finance from Marist College. He is a CERTIFIED FINANCIAL PLANNER® professional, received a Chartered Retirement Planning Counselor℠ designation and holds an Accredited Wealth Management AdvisorSM credential. He is also a member of the MA Financial Planning Association.
Rick supports Big Brothers Big Sisters of Massachusetts Bay and NephCure Kidney International. He resides in Concord, MA, with his wife, son and daughter. In his spare time, Rick enjoys cooking, indoor rock climbing, coaching his daughter’s softball team, running, golfing and skiing. Originally from New Jersey, he is happiest when spending time with his family at the Jersey Shore.
*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.