Article by Family Office Managing Director Evelyn Pepe Published in Family Wealth Report
Family Office Managing Director Evelyn Pepe’s “Planning Through Life Transitions, Not Just Life Stages” was recently published by Family Wealth Report. In the article, she shares her perspective on how life transitions often represent turning points in women’s financial lives, and outlines how women can approach planning for events like outliving a spouse, taking on…
Barron’s Advisor Q&A With CEO Michelle Knight
In June, Barron’s Advisor published an enlightening Q&A with Michelle Knight, RWA’s CEO and chief economist. In a wide-ranging conversation, she reveals her financial industry origins story, shares her philosophy for helping clients manage their wealth, discusses what it means to be a woman in her role, what she’s seeing in the economy, the plan…
RWA Wealth Partners Announces Executive Leadership Promotions
Nicole LaChapelle named President of RWA Family Office and Steve Reder President of RWA Private Wealth BOSTON, July 8, 2025 – RWA Wealth Partners, a leading independent and boutique fiduciary firm responsible for more than $17 billion in client assets, announced today two executive leadership promotions. These promotions align with the firm’s focus on providing…
Adviser Investments Rebrands as RWA Wealth Partners
New identity reflects integrated offering of wealth management, tax advisory and planning services for high-net-worth and ultra-high-net-worth clients Highlights expanded capabilities and continuing dedication to exceptional client experience BOSTON, Nov. 6, 2023 /PRNewswire/ — Adviser Investments, a leading independent wealth management firm, today announced its rebranding as RWA Wealth Partners. The rebrand follows the successful merger with…