Moirai Wealth Management is now part of RWA Wealth Partners—welcome to the team!

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services

Everything You Need.

Our wide range of solutions are designed to work together seamlessly, saving you time and effort and simplifying your life.

Transform wishes into possibilities

High-impact wealth services—
all Assembled Under One Roof.

Our integration of tax and legal services combined with institutional-quality investments and wealth management services distinguishes us in the industry.*

*Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with our wholly owned subsidiary, RWA Tax Solutions, LLC.

Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana LLC.

Advanced Wealth Planning

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Investment Management

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Estate, Trust and Legacy Planning

A thoughtful and strategic view of estate planning can help you transfer your values and work ethic to future generations and liberate them to pursue their individual goals with confidence. We are a rare wealth management firm with an integrated partner law firm, Hall & Diana LLC*. The firm exists to exclusively serve the complex trust and estate planning needs of RWA Wealth clients. The firm brings extensive experience to highly accomplished individuals, multigenerational families, entrepreneurs, executives and public personalities with accumulated wealth to help manage and execute their estates in a fiduciary capacity.

 

*Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana LLC

Trustee Services

 

Family Office Services

 

Trust Reporting

 

Bill Pay

 

Charitable Giving

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Tax Planning and Preparation

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ARTICLE

HSA Spells Tax-Free Investing

It might seem like the holy grail every investor is looking for: A way to shelter a portion of your income for spending later in life—without having to pay taxes on it. What’s the vehicle that can make this a reality?
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Find more articles and insights.
 
we're different

Wealth Management with
INTEGRATED
Legal Services.

We have partnered with Hall & Diana LLC, to help solve the complex trust, estate and planning needs of RWA Wealth clients—including drafting and settlement of complex estate plans.*

*Legal services can be obtained through a separate, written engagement agreement by way of our partnership with Hall & Diana LLC.

we have offices across the nation

California

Costa Mesa

San Rafael

Illinois

Chicago

Massachusetts

Boston
Newton

Michigan

Traverse City

Troy

Texas

Houston

Ready to experience the human
side of wealth®?

Let’s begin. Fill out the form below for your complimentary financial plan, including tax analysis and investment strategy.

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