RWA Wealth Partners

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RWA Wealth Partners

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 sinc

e 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.

08/31/2026

RWA REPRESENTS AT THE WOMEN IN PRIVATE WEALTH RETREAT

We’re proud to share that two of our team members appeared at MarketsGroup’s annual event for women in the wealth management industry. Michelle Knight, CEO and chief economist, was a featured panelist for “Beyond AUM: Serving the Long-Lived Investor—Psychology, Life Stage & Portfolio Design,” while Evelyn Pepe, managing director, spoke at “$80 Trillion on the Move: Women, Heirs, & The New Power Dynamics,” at the conference in Nashville, TN, this August.

We’re honored to advocate for women and financial wellness—thank you for having us, MarketsGroup!

08/28/2026

RWA'S WEALTH WITH INTENTION AND WELLWORTH ADVISORS ADDRESS LONGEVITY

RWA Family Office Managing Directors Evelyn Pepe and Jennifer Votano recently hosted a dinner with John Samuels, founder and CEO of Wellworth Advisors, and Jose Manual Paez, MD, senior medical advisor at Wellworth, where the subject of conversation was family health and longevity.

Over a meal at Davio’s in Boston, the hosts and guests, including RWA CEO and Chief Economist Michelle Knight, discussed how lifespans have increased and the challenges this can pose from a financial, social and health care perspective. Attendees were charmed by John’s note that an ice cream a day may have health benefits, even as the group also explored more serious, deeply human topics like isolation, resiliency, talk therapy, identity and purpose, planning around life instead of just death or illness, and more.

Our thanks to all who were able to attend, to John and Dr. Paez for their insights, and to Jennifer and Evelyn for being such gracious hosts.

To discover more about RWA, Wealth With Intention and the human side of wealth, please visit our website https://tinyurl.com/2nkescn5 or book a call with our team now https://tinyurl.com/5xmjf46u!

08/26/2026

MARKET UPDATE: AI SPENDING AND THE TREASURY’S MINI TWIST

In his August 2026 market update, CIO Joseph “JP” Powers discusses what’s fueling recent market performance before taking a deeper dive into two major factors at play for investors: AI spending and what’s happening in the bond market.

On the surface, AI hyperscalers have grown their cash balances, but when you look beneath, a different picture emerges. Capital expenditures are making a significant impact on their free cash flow. JP shares what this says about the health of these companies and the implications for future growth.

Meanwhile, as the deficit exceeds $40 trillion, long-term Treasury bond yields have risen to multi-year highs, which could affect the equity market as the cost of cash goes up. The Treasury has initiated a bond buyback program in response, which JP compares with the Federal Reserve’s 2011 Operation Twist, but with some significant differences.

He wraps up the month’s commentary with key factors he’s watching in the months ahead.
Watch now for these insights and more. https://tinyurl.com/2rsmhzzw

08/25/2026

INDEX RECONSTITUTION AND HOW IT IMPACTS PASSIVE INVESTMENTS

The emergence of mega IPOs like SpaceX means that some market indexes could undergo rapid and significant changes to their composition. This can impact index fund and ETF investor portfolios more than you might expect. Learn more: https://tinyurl.com/2v8cytee

Click here to subscribe to our insights: http://tinyurl.com/yadkezen

08/20/2026

WHEN TO CONSIDER SPECIAL NEEDS TRUSTS

A thoughtfully constructed and maintained special needs trust can help make a world of difference for a loved one with disabilities. We spoke to Head of Family Office Fiduciary Services Jacqui Rahn to learn more about how they work and what families may wish to consider. Read what she has to say: https://tinyurl.com/bdh38ram

Click here to subscribe to our insights: http://tinyurl.com/yadkezen

08/11/2026

HONORING SUE IRWIN'S LEGACY THROUGH SWIM ACROSS AMERICA

Some people leave a lasting impact not only through what they accomplish, but through how they care for others.

This year, Team Irwin once again took to the waters of Long Island Sound in memory of our dear colleague and friend, Sue Irwin, whose compassion, generosity and commitment to helping others continue to inspire all of us at RWA.

We are especially proud of David Mastroianni, who once again, on behalf of RWA, sponsored Team Irwin and joined Sue's family, friends and advocates in supporting a cause that was deeply meaningful to her.

Together, Team Irwin raised more than $92,000 this year in support of cancer research and patient programs, helping advance the fight against a disease that affects so many families.

The broader Swim Across America Long Island Sound event brought together hundreds of swimmers, survivors, volunteers and supporters, raising funds that benefit leading cancer research and patient care organizations throughout the region. This year’s SAA Long Island Sound event collectively raised over $2.3 million.

We're grateful to everyone who participated, donated, volunteered and rallied behind Team Irwin. Every dollar raised, every mile swum and every act of support helps carry forward Sue's legacy of service, compassion and hope.

08/04/2026

AdvisorHub Includes 4 RWA Professionals on 2026 Advisors to Watch Lists.

Another month, another AdvisorHub list.

It’s our pleasure to share that Partner and Senior Wealth Advisor Rick Winters, along with Shruti Bansal and Jennifer Loveless, both portfolio managers and directors, appear on AdvisorHub’s 250 RIAs to Watch 2026 list. Advisors on the list demonstrate “sophisticated practices, great growth and a commitment to professionalism”, according to AdvisorHub.

In addition, RWA Partner and Senior Wealth Advisor Kari Wolfson was named to AdvisorHub’s 400 Advisors Under $1B to Watch list. https://www.advisorhub.com/advisors-to-watch-ria-2026/

Shruti, Jennifer and Kari also appeared on AdvisorHub’s Women Advisors and Women RIAs to Watch lists earlier this year.

We love to see our colleagues recognized for their efforts like this. Hats off to Rick, Shruti, Jennifer and Kari!

07/28/2026

Market Update: The AI Trade Evolution and Inflation Uncertainty.

In his July 2026 market update, CIO Joseph “JP” Powers JP highlights the stock market’s strong year-to-date performance, noting the S&P 500 is already on pace to match its long-term average annual gain.

He explains that markets have rallied despite mixed inflation data. While consumer inflation cooled in June, producer inflation remained elevated, creating potential pressure on corporate margins. Oil price volatility tied to the ongoing U.S.-Iran war has further complicated the outlook. With inflation still a concern and Fed Chair Kevin Warsh focused on price stability, interest rates could potentially remain higher for longer.

JP also discusses the evolution of the AI story, as companies that support AI infrastructure have recently benefited from broader adoption. He notes that both equity performance and credit conditions will be important to watch as AI investment continues.

JP concludes with his key areas of focus for the second half of 2026: inflation, corporate margins, Fed policy and AI spending.

Watch now for these insights and more. https://tinyurl.com/msm8e2hy

07/23/2026

We’re pleased to share that RWA Wealth Partners has ranked No. 35 on Financial Advisor Magazine’s 2026 RIA Ranking of the nation’s largest independent registered investment advisory firms based on assets under management. This year's recognition marks an improvement from No. 37 in 2025, reflecting the continued growth of our firm and the trust our clients place in us.

Financial Advisor Magazine's annual survey evaluates independent firms across the industry based on assets under management and other firm data.

Our commitment remains the same: boutique wealth management and family office capabilities with the personal relationships that define The Human Side of Wealth®.

Thank you to our clients, colleagues and partners for being part of the journey.

07/15/2026

In our latest episode of The Human Side of Wealth podcast, Andrew Busa is joined by Steve Johnson and Steve Reder to break down how investment management fits into a broader financial plan. They discuss why goals, timelines and risk management matter more than performance headlines, how long bull markets can distort decision-making and why concentration risk often shows up after periods of success.

The conversation also explores the emotional side of investing, the value of having an accountability partner and how disciplined planning helps investors stay focused through volatility.

Watch now and learn how intentional investing supports long-term outcomes, not short-term noise. https://tinyurl.com/yc6247hx

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Prudential Tower
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+16173212200

Website

http://www.rwawealth.com/

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