Citywire RIA named us the fastest growing registered investment advisory firm in Massachusetts in 2024. It’s been a thrill to grow our business, and with it, our capability to serve our clients and community. We believe great things are ahead!
About us
RWA Wealth Partners offers a boutique experience like no other and is distinguished in many ways, especially by the integration and combination of advanced financial planning services and wealth management offerings that few can match. And as a fee-only fiduciary, the advice you get is always in your best interest. As your wealth grows, so does the complexity of managing it. Your advisor and team of professionals are in lockstep with your goals and the future you seek. Our process is designed to help preserve and enhance the wealth and well-being of your family so you can forge ahead more confidently.
- Website
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www.RWAWealth.com
External link for RWA Wealth Partners
- Industry
- Financial Services
- Company size
- 51-200 employees
- Headquarters
- Newton, MA
- Type
- Privately Held
- Founded
- 2023
Locations
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Primary
85 Wells Avenue, Suite 109
Newton, MA 02459, US
Employees at RWA Wealth Partners
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Carlos Sotero, MBA
Chief Technology Officer @ RWA Wealth | CIO | MBA, ITIL v3
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Don MacKenzie
CFO at RWA Wealth Partners
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Stephen Lee, CFP®, CWS®, MBA
Wealth Management | Financial Planning | Advisory Services | Fiduciary Standard | Investment Consulting
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Edward Balderas
Marketing and Sales
Updates
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You dream of that Italian getaway or helping your grandkids with college, but are you managing your cash flow to support these goals? Smart planning aligns your finances with your life's ambitions. See how a financial advisor at our firm can help you project your cash flow over the short, medium and long term and develop a savings or withdrawal strategy that reflects your aspirations. https://lnkd.in/gHXTMf9V
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Michelle Knight's promotion to CEO makes RWA Wealth Partners one of the largest woman-led registered investment advisory firms nationwide. Read more of her story in The Boston Globe: https://lnkd.in/gVdUAbb6
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RWA Wealth Partners is proud to support Swim Across America in memory of Sue Irwin. David Mastroianni, CFP®, AWMA™ and John Leahy were at the Long Island Sound event on July 27, supporting Team Irwin and making waves to fight cancer. It was another amazing day, and we were honored to help raise funds for cancer research and patient programs.
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“Will Social Security have any money left for me?” It’s a question we hear from our clients all the time. The smart move is to plan ahead for the possibility of reduced benefits. Boosting your retirement savings now can help compensate for potential Social Security changes down the road. If you're looking to optimize your Social Security benefits and develop a robust retirement plan, we encourage you to contact us. Learn how our experienced advisors are dedicated to helping you maximize your retirement income. https://lnkd.in/gJ5rUAmc
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You have significant wealth, so why bother thinking about Social Security in your financial plan? There are plenty of reasons. For instance, delaying claims past full retirement age can increase benefits by ~8% per year until age 70. And drawing from Roth accounts or executing Roth conversions in the years leading up to claiming benefits, can help you minimize taxes. Read more to find out how you can make the most of Social Security in your financial plan. https://lnkd.in/gJ5rUAmc
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A few weeks ago, our team came together for our inaugural “State of the Union” event. We spent the morning connecting with colleagues and focusing our mindset on supporting our clients through the end of 2024 and beyond. We capped off the day with a little fun, too, during a perfect evening at Fenway Park, watching the Red Sox best the Athletics 7-0.
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Can you afford that million-dollar vacation home? Do you have enough to retire comfortably? Are you underinsured, putting your generational wealth at risk? We understand that your financial goals are deeply intertwined with your personal values and passions. That's why we provide highly personalized advice and a level of service unmatched in the industry. Our boutique approach means you'll never feel like just another number. Read more to see how an advisor can help you achieve your goals. https://lnkd.in/gjKxw4UY
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Exciting news! The 2024 Advisors to Watch awards lists by AdvisorHub are live, and we are honored that two of our advisors at RWA Wealth Partners were recognized: Kari W. and Brad Sharp, CFP®. Kari was ranked in the top five out of 100 Women Advisors to Watch. And Brad was recognized as one of 200 RIAs to Watch, ranking in the top 15. This recognition celebrates two great people and skilled advisors, and it highlights the exceptional community we have at our firm. You can find both lists here: https://lnkd.in/es6tKEek
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