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,…
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…
Cash Flow Planning Strategies To Maximize Your Wealth
Consider what living a life aligned with your goals and values might look like. Maybe it’s taking that dream trip to Italy, helping your kids
How To Maximize Your Social Security Benefits as a High-Net-Worth Individual
You spend your entire working life paying into Social Security, so you want to make the most of your benefits when the time comes. You might believe that your extensive portfolio and diverse income sources make these benefits insignificant, or that the complexities and uncertainties surrounding Social Security make it less relevant to you. However,…