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

Rick Winters

Rick Winters

Partner, Senior Wealth Advisor
6173212355
rwinters@rwawealth.com

Experience the human side of wealth.

In 2001, Rick transitioned from American Express Financial Advisors to RWA Wealth Partners, leveraging his expertise to deliver comprehensive financial planning solutions for successful business owners and families with complex planning needs. Boston magazine has recognized him as a Five Star Wealth Manager for the tenth time in 2023. Rick holds a B.S. in business administration from Marist College, Poughkeepsie, NY, with a concentration in marketing and finance. A member of the MA Financial Planning Association, he became a CERTIFIED FINANCIAL PLANNER™ professional in 2005 and obtained his Chartered Retirement Planning CounselorSM designation in 2009 and Accredited Wealth Management AdvisorSM designation in 2015.

Rick actively supports Big Brothers Big Sisters of Massachusetts Bay and NephCure Kidney International. Based in Concord, MA, he resides with his wife, son, and daughter. Rick finds joy in cooking, indoor rock climbing, coaching his daughter’s softball team, running, golfing, and skiing. Proudly hailing from New Jersey, he is happiest when spending time with his family at the Jersey Shore.

Accreditations

  • CFP®
  • CRPC®
  • AWMA®

Awards

Five Star Wealth Manager* (2024)

Education

  • B.S., Business Administration, Marist College

Location

Newton Office

85 Wells Avenue, Suite 109,
Newton, MA 02459
*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.

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