Why Family Capital Matters: Building Wealth With Intention Across Generations
What exactly is family capital? Why does it matter and how can you foster an environment that helps your family flourish across generations?
The Great Wealth Transfer—the Unfolding Story
More than a matter of dollars and demographics, this transition marks a pivotal moment in who stewards wealth, how decisions are made, and what financial legacies will look like for generations ahead.
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…