RWA Wealth Partners Earns National Recognition Across Several Leading Industry Rankings
BOSTON, October 23, 2025 – RWA Wealth Partners, a national independent and boutique wealth management firm responsible for $19.7 billion in client assets, announced today that the firm has been ranked on several leading industry lists. Barron’s Top 100 RIA List1. This list ranks independent advisory companies based on assets managed by the firms, growth,…
Donor-Advised Funds: Maximizing the Impact of Your Charitable Giving
Download Including Perspectives from Steve Reder, President, RWA Private Wealth, and Chris Hagan CRPC®, CHFC®, and Partner, Senior Wealth Advisor, RWA Private Wealth When clients ask about achieving their philanthropic goals efficiently, donor-advised funds (DAFs) nearly always come up in the conversation. Establishing a DAF is like creating your own private charitable foundation, but without…
Milestones, Not Markets: How Goals-Based Planning Guides Your Financial Life at RWA
Download A Perspective on Planning Offered by Dina Milne, CFP®, Senior Wealth Advisor, RWA Wealth Partners Financial planning used to focus almost entirely on numbers: investment performance, market returns and quarterly statements. But at our firm, investing is just one part of a much bigger picture. Today, our process begins not with stocks or charts…
RWA Wealth Partners Expands West Coast Presence with Acquisition of Moirai Wealth Management
Acquisition adds $344 million in new client assets and enhances RWA’s family office capabilities and team BOSTON, August 18, 2025 – RWA Wealth Partners, a national independent and boutique wealth management firm responsible for $18 billion in client assets, announced today the acquisition of Moirai Wealth Management, a San Francisco-based independent registered investment advisor (RIA)…
Honoring Sue Irwin: A Legacy of Service, Compassion and Hope
At RWA Wealth Partners, the memory of our dear friend and colleague Sue Irwin continues to shine as a guiding light for all of us. Sue’s career was woven into the very fabric of our firm: joining in December 1995, she became the first full-time employee of our legacy Adviser Investments business. Over her remarkable…
Roth Conversions: A Smart, Strategic Move for Your Wealth
A well-orchestrated tax strategy is essential to help build and preserve your wealth. Roth conversions are one of the most powerful tools in that arsenal. Let’s explore how converting pre-tax retirement assets into a Roth IRA may unlock long-term tax-free growth, potentially bolster your financial resilience and help set your legacy on solid ground. What…
What the One Big Beautiful Bill Means for You, Your Family and Your Wealth
The passage of the One Big Beautiful Bill Act (OBBB) ushers in sweeping changes to taxes that will frame legacy planning and wealth strategy for years to come. Signed into law on July 4, 2025, the OBBB not only makes permanent many of the provisions of the Tax Cuts and Jobs Act (TCJA) from 2017,…