OUR SERVICES
Financial Planning and
Advanced Wealth Planning
Our approach to financial planning is built around you. As your wealth grows and your finances become more complex, you’ll have access to advanced planning along with the guidance, clarity and understanding you and your family need to protect and grow your wealth for generations to come.
OUR SERVICES
Financial Planning and
Advanced Wealth Planning
Our approach to financial planning is built around you. As your wealth grows and your finances become more complex, you’ll have access to advanced planning along with the guidance, clarity and understanding you and your family need to protect and grow your wealth for generations to come.
simplify your life
Everything you need to manage your wealth
Our goal is to simplify your life by managing all aspects of your wealth. Your dedicated advisor coordinates with a team of experts including our in-house tax professionals and estate planning attorneys available through our exclusive relationship with Hall & Diana LLC*. You’ll also have access to the knowledge, resources and partners you need to set your family up for building multigenerational wealth.
Cash flow management
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
Small business planning
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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WHO WE SERVE
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WHO WE SERVE
Attorneys
RWA Wealth Partners traces its roots to a law firm. This gives us a deep understanding of the unique challenges you face, and it means we have the experience required to manage the financial complexities that come with running (or being part of) a successful law firm.
Doctors
You’ve spent years building the skills and knowledge needed to help your patients stay healthy. We are here to help you ensure that your finances stay healthy too. From guidance on building and managing your practice to helping you make the most of your wealth, we’ll help take care of your financial life, so you can focus on caring for your patients.
Small Business Owners
Running a successful small business takes time, energy and care. We have the experience and expertise to tailor solutions to support you throughout the life cycle of your business. This includes planning for growth, managing employee benefits, and preparing for business succession and even life beyond business.Ready to experience the human side of wealth™?
Let’s begin.
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