Ropes Wealth Advisors is now RWA Family Office, a division of RWA Wealth Partners.

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OUR SERVICES

Financial Planning

Our financial planning is built around you, your goals and aspirations. The process is fluid and dynamic, with your plan adapting to your changing life and circumstances.
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Our Process

AN APPROACH DESIGNED TO ACHIEVE YOUR GOALS.

We believe building and sustaining wealth requires three crucial components:​

1

A financial plan to help you clarify the purpose of your wealth and achieve your most important goals. When can I retire? How do I fund my child’s education? How much liquidity should I have on hand?

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2

Understanding your investment time horizon and assessing your risk based on the planning process that looks at your accounts in a comprehensive way – retirement, investments, insurance and more.

3

Creating a custom asset allocation mix to minimize volatility with the end goal of maximizing your risk-adjusted returns after fees and taxes.
Your Plan

Personalizing a Financial Plan
Designed to meet your needs.

Your financial life can involve many moving parts, including compensation, investments, retirement plans, trust benefits and educational funds. We can help you understand how these moving parts integrate with your goals with a comprehensive and coordinated planning process.
CONNECT
We meet with you and listen to understand your goals, values and needs. We help you reflect and align your wealth with your purpose.
DESIGN
We assess your savings, spending, investments, taxes and estate, then draft a custom wealth strategy to help you achieve your life goals.
ENHANCE
We create a budget and lifestyle expense plan, sharing current and projected cash flow and net worth analysis. Then we review and stress test your investment asset allocation.
IMPLEMENT
We coordinate with your trusted advisors on tax and legal matters to integrate tax planning and estate planning into your overall plan.
PRESERVE
We review changes in your financial situation or life circumstances and update your plan as needed. And we help pass on your values for generations to come.

*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.

the experience

financial planning with
rwa wealth partners.

Regardless of the source of your wealth, we believe it is important to have a plan to manage, grow, preserve and distribute that wealth in a prudent fashion. Our method is designed to help you to consider your goals and values, and to understand the tradeoffs in the decisions you make. We can help you focus on near- and long-term objectives, so that your wealth can be a tool for making an impact.

 

Ultimately our process is logical, analytical, collaborative, and iterative while striving to make you feel comfortable and informed each step of the way.

Cash flow management

We focus on simplifying your cash flow, ensuring that you always have adequate liquidity on hand. We can help you manage your compensation package, including non-cash components like equity awards, and track income sources and expenses.

Retirement income planning

A retirement plan should enable you to live the life you and your family deserve. We work with you to take a complete picture of all of your various retirement assets, including 401(k)s, IRAs and pensions, to help you build a strategy that gives you income you need in retirement while minimizing your tax burden.

Insurance management

You can’t underestimate the peace of mind that comes with preserving your livelihood for yourself and your family. We consider asset protection, long-term care and every other aspect of insurance management to remove the worry of becoming a burden to your loved ones. Working closely with insurance specialists, we take a thorough look at your income, assets and liabilities to determine the right level of insurance to protect your family and your lifestyle.

Small business planning

In addition to your personal wealth, we also integrate your small business planning into your overall financial picture. We’ll connect you with professionals who can help value your business and support you with succession planning and your exit strategy. And when it’s time to sell, we’ll help you plan and structure the liquidity event in a way that maximizes your wealth and minimizes your tax burden.

Equity compensation

We work with you to help manage your equity compensation, restricted stock and preferred shares as a part of your total income. We’ll also evaluate your compensation and benefits to help maximize your overall financial plan.

Family wealth education

Building wealth that is sustained from generation to generation takes careful planning. Our approach to family wealth is rooted in helping you groom the next generation to be good stewards of wealth through family meetings, education and more.

Tax, legal and insurance information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice, or as advice on whether to buy or surrender any insurance products.

 

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 are available via a separate, written engagement agreement through our exclusive relationship with Hall & Diana LLC.

 

*Note that depending on which state, outside of Massachusetts, a client resides, Hall & Diana LLC may refer them to an attorney licensed in that particular state.

 

Always consult a licensed attorney or tax professional regarding your specific legal or tax situation.

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