Wealth With Intention

We guide women and next gen to help manage wealth with clarity and purpose, preserve their values, and create a legacy.
Our Goal: Engage. Educate. Empower.

This Moment is Yours

It's Time to be Seen and Heard.

The future of wealth is being rewritten. Let us help you shape your story with clarity and intention.

The Future of
Wealth is
Increasingly
Female.

There are seismic shifts reshaping the wealth
landscape. We’re here to help you protect
what you’ve built and create a legacy that
reflects your values. Our dynamic and
thoughtful team partners with you to provide
guidance and expertise to help you shape
your future with confidence.

0 %

Women launched 49% of all new
U.S. businesses in 2024*

0 %

Additionally, women are the sole or primary income earners
in roughly 40% of US households**.

2/3

Women are on track to control ~2/3 of the U.S. household wealth within the next decade***

*Gusto report published in Business Insider
**U.S. Census Bureau
*** McKinsey 2020 study-VIEW ARTICLE

We are one of the largest women-led registered investment advisers in the U.S.

An Experience Built To Empower Womenand the Next Gen

Advice That Centers on You

Why Work With Us?

At RWA, we offer women a collaborative, uplifting advisory partnership. This is about helping you write your story, chapter and verse. Every financial decision, and every milestone becomes part of a narrative that reflects who you are. It’s a story of your purpose, progress, and possibility—a story that doesn’t end with you but continues through the lives you touch and the legacy you leave behind.

What To Expect From Us

Insights for Life

Mind Over Money.

Podcast

The Great Wealth Transfer: What It Means for Women and Families

Andrew Busa, Jennifer Votano, Evelyn Pepe and Steve Reder unpack the largest intergenerational shift in history and how to prepare for it.

Find more insights for women & next gen.

Article

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?

Find more insights for women & next gen.

Article

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.

Find more insights for women & next gen.

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Women Face
Different
Realities

Now is the perfect time to partner with an
advisor who knows what it is like to walk
in your shoes.

Unequal Pay

Women still earn 83.7 cents for a dollar men earn
according to U.S. BLS. Women of color earn even less.

Women Live Longer

According to AMA women outlive men by almost six years.
It means your retirement dollars need to last longer.

80% of Women Age Alone

In contrast, 80% of men die married.

No Banking Freedom Until 1974

Until 1974 women couldn’t open a bank account without
a man’s signature. The Equal Credit Opportunity
Act changed that.

The Pink Tax

Women pay more for everyday necessities marketed
to them compared to similar items for men.
Think razors, shampoo, dry cleaning fees.

Unequal Pay

Women still earn 83.7 cents for a dollar men earn according to U.S. BLS. Women of color earn even less.

Women Live Longer

According to AMA women outlive men by almost six years. It means your retirement dollars need to last longer.

80% of Women Age Alone

In contrast, 80% of men die married.

No Banking Freedom Until 1974

Until 1974 women couldn’t open a bank account without a man’s signature. The Equal Credit Opportunity Act changed that.

The Pink Tax

Women pay more for everyday necessities marketed to them compared to similar items for men. Think razors, shampoo, dry cleaning fees.

Moments That Moved us Forward

Tides of Change.

The 19th Amendment is ratified, giving women the right to vote.

The Equal Pay Act ensures equal pay for equal work.

The Equal Credit Opportunity Act allows women to apply for credit without a male guarantor.

The Women’s Business Ownership Act supports women entrepreneurs by improving access to capital and resources.

Storied Boston law firm taps Michelle Knight to launch – Ropes Wealth Advisors – a wholly owned RIA.

Adviser Investments buys Ropes Wealth Advisors and rebrands as RWA Wealth Partners.

Michelle Knight becomes CEO and Chief Economist of RWA Wealth Partners.

Women start virtually half – 49% – of all new businesses in U.S.

Nicole LaChapelle is elevated to President of RWA Family Office division.

Karen Schmid of Moirai Wealth Management becomes part of RWA establishing strong woman-led California presence.

Jennifer Votano and Evelyn Pepe join RWA to develop knowledge and tools for women and next gen.

RWA launches Wealth With Intention, an initiative focused on helping women and next gen become informed stewards of wealth and values.

Experience Wealth Management Designed for Women.

Together, we’ll help create more than financial success. We’ll help build a legacy that goes beyond numbers—a future
that reflects your values. Get introduced to a woman advisor who understands your objectives.

Call us to schedule: (857) 255-2100
Or fill out the form.

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