RWA Wealth Partners

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RWA Wealth Partners

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RWA Wealth Partners offers a personalized boutique experience. We take pride in being The Adviser You Can Talk To. Our minimum account size is $350,000.

Our seamless integration of sophisticated financial planning with comprehensive wealth management is designed to meet your best interests. Adviser Investments is a full-service wealth management firm, offering investment management, financial and tax planning, managed individual bond portfolios, and 401(k) advisory services. We’ve been helping individuals, trusts, institutions and foundations since 1994, and have more than 4,000 clients across the country and over $7 billion in assets under management. Our portfolios encompass actively managed funds, ETFs, socially responsible investments and tactical asset allocation strategies, with particular expertise in Fidelity and Vanguard mutual funds. To see a full list of our awards and recognitions, click here, and for more information, please visit www.adviserinvestments.com or call 800-492-6868. At Adviser Investments, we're Fortune Builders, Not Fortune Tellers®. You won't find us jumping on the latest investment bandwagon. We believe patience and time in the market—not market timing—are key to investment success.

10/16/2026

HOW TO TRANSITION FROM SAVING TO SPENDING IN RETIREMENT

For investors, the emphasis is often on saving enough for retirement, but developing a sustainable spending plan that can endure through decades of life after work is equally important. We explore a framework for planning ahead: https://ow.ly/tIbc50ZXK5F

Click here to subscribe to our insights: https://ow.ly/5AXb50ZXK5G

10/15/2026

WEALTH PLANNING CONSIDERATION BEFORE 2026 ENDS

With less than three months remaining in the year and year-end deadlines rapidly approaching, we’ve assembled important questions and factors to consider before time runs out in 2026. Learn more: https://ow.ly/Jiky50ZXJYL

Click here to subscribe to our insights: https://ow.ly/JwlJ50ZXJYK

10/14/2026

INVESTING THROUGH MIDTERM ELECTION UNCERTAINTY

We interviewed RWA Wealth Partners CIO Joseph “JP” Powers last month for his perspective on the midterm elections. He addresses investor concerns, potential outcomes, and managing portfolios and expectations as we get closer to election day. See what he had to say: https://ow.ly/siaQ50ZXJHv

Click here to subscribe to our insights:
https://ow.ly/hUaU50ZXJHw

10/12/2026

RWA AND THE COUNCIL FOR WOMEN OF BOSTON COLLEGE ADDRESS THE GREAT WEALTH TRANSFER

What happens when more than 100 women come together to talk about wealth, purpose, and possibility?

In September, the Council for Women of Boston College (CWBC) and RWA Wealth Partners co-hosted an engaging and empowering evening for Boston College alumni at RWA’s offices in Boston’s Prudential Tower.

The event centered on what could be one of the most significant financial trends of our time: the Great Wealth Transfer. As women continue to play an increasingly influential role in wealth creation, inheritance and stewardship, they are shaping the future of how wealth is used to create meaningful impact. As leaders, professionals, entrepreneurs, investors and change makers, women are not only accumulating wealth but also embracing the responsibility and opportunity that comes with it.

The evening began with a presentation by RWA Managing Directors and co-leaders of Wealth With Intention, Jennifer Votano and Evelyn Pepe, who shared compelling data and key considerations surrounding this truly historic transfer of wealth and its implications for women and families.

The presentation was followed by a thoughtful panel discussion featuring leadership coach and consultant Kim Meninger, RWA CEO and Chief Economist Michelle Knight, and RWA Chief Compliance Officer Kristin Fazio. Together, they explored the financial, emotional and practical dimensions of wealth, leadership and legacy.

Our goal was to provide a welcoming space where women could reflect on their relationship with wealth and the impact they hope to have on future generations. It was a pleasure to see our guests make meaningful connections, share candid conversations and experience a strong sense of belonging.

To discover more about RWA, Wealth With Intention and the human side of wealth, please visit our website https://tinyurl.com/68d6r636 or book a call with our team now https://tinyurl.com/5xmjf46u!

10/08/2026

MAKE A DIFFERENCE THIS NATIONAL DONOR-ADVISED FUND DAY

Is giving back important to you? Whether you’re already supporting causes you care about or just beginning to explore your philanthropic goals, a donor-advised fund (DAF) is one way to make gifting part of your financial and charitable planning. DAFs can help you organize donations and simplify management of grants, while also serving as a meaningful way to share values with your family.

This National Donor-Advised Fund Day, we encourage you to take a moment to learn more about donor-advised funds and other charitable giving options available to you. Swipe through the images for a simple overview of how DAFs work.

Ready to start the conversation? Contact the RWA team today to explore giving strategies that align with your goals.

10/07/2026

Some estate planning conversations may have little to do with documents.

In our latest episode of The Human Side of Wealth, Andrew Busa is joined by Brad Sharp and Steve Reder to discuss why successful wealth transfers often depend more on family communication than legal structures. They explore the challenges families face when discussing money, the risks of assumptions and secrecy and why preparing heirs matters just as much as preparing an estate plan.

The conversation covers family meetings, inheritance decisions, gifting strategies, financial education and how to pass down values—not just assets—to future generations.

Watch now and learn how family conversations can support a meaningful legacy long before wealth changes hands. https://ow.ly/M2xU50ZVBL3

10/01/2026

Market Update: The Return of Inflation Concerns

Surging oil prices, a bond market under pressure and a resilient equity market all reflect a common theme: the threat of higher inflation. In this month’s update, Chief Investment Officer Joseph “JP” Powers shares his insights on how oil prices have reacted to escalating tensions in Iran and outlines the ripple effects this has across the economy.

Bond yields have moved higher as a result, with the 30-year Treasury notching a 20-year high. Meanwhile, JP notes how the Federal Reserve raised interest rates for the first time in three years—he discusses how investors might reprice risk within the bond market further based on future Fed policy and economic signals.

Equities have been a bright spot, but JP shares it was mostly the technology sector driving returns in September. Time will tell if this signals investor faith in the economy and its ability to withstand higher interest rates—the upcoming earnings season will give further clues, and JP and the RWA team will be keeping a close eye on results.

Watch now for these insights and more! https://tinyurl.com/yn5aac5t

09/30/2026

RWA WEALTH PARTNERS AND WEALTH ENHANCEMENT JOINING FORCES

We’re excited to announce that RWA Wealth Partners is joining the Wealth Enhancement team later this year. Our firm believes this will enhance the client experience as we gain access to Wealth Enhancement’s nationwide network of support specialists, who are capable of addressing nuanced financial needs, no matter how complex. The RWA Family Office will become part of Wealth Enhancement’s Reserve group, which focuses on serving families whose wealth has outgrown traditional advisory models, while the RWA Private Wealth group will continue its work helping clients define and meet their goals as advisor teams within Wealth Enhancement.

CEO and Chief Economist Michelle Knight notes that, “Joining forces with Wealth Enhancement gives our teams access to the scale, resources and breadth of a large national firm while allowing us to continue delivering the highly personalized, authentic advice our clients expect.”

Read more on what lies ahead: https://ow.ly/Lk9L50ZTi4Y

09/18/2026

RWA CEO MICHELLE KNIGHT AND CIO JOSEPH “JP” POWERS PROFILED IN BARRON’S ADVISOR

Barron’s visited our Boston headquarters to interview CEO and Chief Economist Michelle Knight and Chief Investment Officer JP Powers recently, giving readers a front-row seat to a conversation that ranged from the markets and economy to RWA’s mission and human-centric values.

JP offers perspective on opportunities in the stock market against a backdrop of AI evolution, geopolitical uncertainty and a record U.S. deficit. He also comments on the strength of the economy and what the Federal Reserve’s next policy move might be.

Michelle tells the story of RWA’s roots, our growth as a firm and ongoing initiatives, including our women- and rising-generation-focused Wealth With Intention and our partnership with a health care advisory firm to help clients navigate long-term care and medical decisions. She shares her belief that meeting clients where they are means providing comprehensive services that go beyond just investments and financial plans to encompass tax, estate and legacy planning, and more.

You can read the full interview here: https://tinyurl.com/43bcs5wz

09/17/2026

Special needs trusts are highly technical legal instruments intended to provide financial support and enhance the quality of life for a loved one with disabilities. In this episode of The Human Side of Wealth podcast, Director of Private Wealth Financial Planning Andrew Busa and Head of Family Office Fiduciary Services Jacqueline Rahn discuss the different types of these trusts and how they work.

Jacqui emphasizes that special needs trusts are meant to supplement, not supplant, public benefits. As a result, these trusts can be difficult to properly draft and administer. The conversation delves into some common mistakes to avoid, like picking the wrong type of trust or making direct payments to the beneficiary, as well as some best practices, including choosing an experienced attorney and trustee.

Families establishing special needs trusts typically want to ensure their children or beneficiaries receive lifelong care. Andrew and Jacqui share how add-ons like “side letters,” with input from loved ones, caregivers and friends can help preserve the spirit of their intent long after the people who fund the trust are gone.

Watch now for these insights and more. https://tinyurl.com/3refavsw

Address

Prudential Tower
Boston, MA
02199

Telephone

+16173212200

Website

http://www.rwawealth.com/

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