Rick Winters is a partner and senior wealth advisor. He joined RWA Wealth Partners in 2001, previously having worked at American Express Financial Advisors. He leverages his expertise to deliver comprehensive financial planning solutions for business owners and families with complex planning needs. Rick has been recognized by Boston Magazine as a Five Star Wealth Manager for the tenth time in 2023.
Rick holds a B.S. in business administration with a concentration in marketing and finance from Marist College. He became a CERTIFIED FINANCIAL PLANNER™ professional in 2005, obtained his Chartered Retirement Planning Counselor℠ designation in 2009, and earned his Accredited Wealth Management Advisor℠ designation in 2015. He is also a member of the MA Financial Planning Association.
Rick supports Big Brothers Big Sisters of Massachusetts Bay and NephCure Kidney International. Based in Concord, MA, he resides 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.
