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

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

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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Ready to experience the human side of wealth?

Let’s begin.

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