RWA Wealth Partners

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.

TRANSITION-BASED FINANCIAL PLANNING: A REAL-WORLD APPROACH TO LIFE’S TURNING POINTSIt could happen to any of us—we find ...
06/01/2026

TRANSITION-BASED FINANCIAL PLANNING: A REAL-WORLD APPROACH TO LIFE’S TURNING POINTS

It could happen to any of us—we find ourselves suddenly single, making a career pivot, needing to become a caregiver or receiving a complicated inheritance as we grieve. When life transitions arrive, advance planning may help reduce stress. Read now: https://tinyurl.com/2p9m78yb

Click here to subscribe to our insights: tinyurl.com/4946pj5a

HOW DO YOU CELEBRATE 529 DAY?In the financial services industry, May 29 is celebrated as 529 Day—a riff on 529 college s...
05/29/2026

HOW DO YOU CELEBRATE 529 DAY?

In the financial services industry, May 29 is celebrated as 529 Day—a riff on 529 college savings plans that help millions of families across America invest and pay for the cost of education.

To mark the occasion, we’ve gathered a list of documents, questions and guidance for people sending a child, grandchild or loved one off to college this fall. This to-do list is intended to help you provide support and reduce risk so your student can fully enjoy the campus experience. Learn more: https://tinyurl.com/2472upph

Click here to subscribe to our insights: tinyurl.com/4946pj5a

WILL YOUR WEALTH LAST YOUR LIFETIME AND BEYOND?It’s Women’s Health Month, and we’re putting the spotlight on an importan...
05/28/2026

WILL YOUR WEALTH LAST YOUR LIFETIME AND BEYOND?

It’s Women’s Health Month, and we’re putting the spotlight on an important financial planning consideration for couples and women: longevity. Women live an average of five years longer than men, which has ramifications for Social Security benefits, health care costs and retirement spending needs. We explore these factors and more, with guidance on how to plan ahead. Read Now: https://tinyurl.com/4k9usvu3

Click here to subscribe to our insights: tinyurl.com/4946pj5a

05/27/2026

MARKET UPDATE: AI RESURGES, THE FED’S INFLATION CHALLENGE AND AN OIL IMPASSE

In his May 2026 market update, JP Powers explores the dynamics behind the U.S. stock market’s recent strength. He explains how technology, semiconductor and AI-related infrastructure stocks have once again taken a leadership role in markets, benefiting investors with selective exposure to these areas. Capital expenditures in this space have boosted markets, even as consumers have become more cautious due to rising inflation fueled by higher energy prices.

This inflationary pressure poses a challenge to the Federal Reserve—JP notes how we went from expectations for rate cuts at year-end to a scenario now where rate hikes may be on the table. As a result, bond investors are enjoying higher yields, but falling prices.

The dynamic between AI momentum, energy and inflation challenges and higher interest rates creates a complex environment for investors to navigate—we’re here to help.

Watch now for these insights and more. https://tinyurl.com/2566u85a

HONORED TO HELP PRESERVE A LEGACY THAT BRINGS OUR COMMUNITY TOGETHERBoston’s parks are where we walk, run, gather and re...
05/21/2026

HONORED TO HELP PRESERVE A LEGACY THAT BRINGS OUR COMMUNITY TOGETHER

Boston’s parks are where we walk, run, gather and recharge—and the Emerald Necklace Conservancy keeps it thriving for everyone. RWA Wealth was once again proud to support the Conservancy’s annual event—formerly Party in the Park—now Sparkle for the Park: An Enchanted Evening. Support for this event helps fund the care of the 1,100-acre park system designed by Frederick Law Olmsted.

We were glad to be there with neighbors and partners from across the community. Nicole LaChapelle, President, RWA Family Office, and Angela Roof, Senior Client Officer, RWA Family Office, represented RWA at the event.

RWA MANAGING DIRECTOR EVELYN PEPE ON PLANNING FOR LIFE TRANSITIONSOn April 28, Family Wealth Report published an article...
05/21/2026

RWA MANAGING DIRECTOR EVELYN PEPE ON PLANNING FOR LIFE TRANSITIONS

On April 28, Family Wealth Report published an article by RWA Family Office Managing Director Evelyn Pepe on a transitions-based approach to wealth planning. She explores inflection points that investors, particularly women, may face over their lives, and shares her perspective on how advisors should address the emotional and behavioral dimensions of planning, not just the technical aspects of managing wealth.

Read “Planning Through Life Transitions, Not Just Life Stages” here: https://tinyurl.com/bdd2ac7d

Evelyn’s insights are foundational to RWA’s Wealth With Intention initiative and its mission to educate, engage and empower women and next-gen investors. For more information, please visit our site today: https://tinyurl.com/2nkescn5



This communication is presented by RWA Wealth Partners, LLC. The contents are for informational and educational purposes only and are not intended as investment, legal or tax advice. Please consult with your investment, legal or tax advisor concerning any specific questions you may have.

USA Today Ranks RWA One of Nation’s Best Financial Advisory FirmsRWA Wealth Partners is honored to be recognized by USA ...
05/14/2026

USA Today Ranks RWA One of Nation’s Best Financial Advisory Firms

RWA Wealth Partners is honored to be recognized by USA Today! The paper recently published its fourth annual list of Best Financial Advisory Firms, and RWA ranks nationally in the over $5 billion in assets under management category.

We view rankings like this as an affirmation that our work to help people unlock their wealth’s potential and improve their lives is meaningful and essential. Thank you, USA Today!

If you’d like to speak with one of our wealth management professionals about your assets and the living legacy they can help you create, please contact us today: https://tinyurl.com/5xmjf46u

6 RWA WOMEN NAMED TO ADVISORHUB’S 2026 RANKINGS!We are incredibly proud to see six of our colleagues named to AdvisorHub...
05/13/2026

6 RWA WOMEN NAMED TO ADVISORHUB’S 2026 RANKINGS!

We are incredibly proud to see six of our colleagues named to AdvisorHub’s Women to Watch lists for 2026.

Kari Wolfson, Liz Kesselman and Dina Milne, all partners and senior wealth advisors on RWA’s Private Wealth team, are ranked among the nation’s 200 Women Advisors to Watch. According to AdvisorHub, professionals named to this list “represent efficient and productive teams that have achieved scale without compromising their level of service while maintaining healthy growth.”

Meanwhile, Shruti Bansal and Jennifer Loveless, both portfolio managers and directors on our Family Office team, along with Private Wealth Partner and Wealth Advisor Diana Linn can be found on AdvisorHub’s 50 Women RIAs to Watch. This list includes “advisors who lead teams with sophisticated businesses, great growth and a commitment to professionalism.” We could not agree more.

Congratulations to Kari, Liz, Dina, Shruti, Jennifer and Diana!

RWA’S WEALTH WITH INTENTION INITIATIVE VISITS FLORIDAPresident of Family Office Nicole LaChappelle and Family Office Man...
05/13/2026

RWA’S WEALTH WITH INTENTION INITIATIVE VISITS FLORIDA

President of Family Office Nicole LaChappelle and Family Office Managing Directors Evelyn Pepe and Jennifer Votano hosted a pair of educational events in Florida last month tailored for women investors. The trio spoke about how The Great Wealth Transfer is impacting women, overcoming hurdles and gaps women may face, and a series of myths and truths about women and finances. Each session also included a lively give and take with attendees—thank you for having us!

To discover more about RWA, Wealth With Intention and the human side of wealth, please visit our website https://tinyurl.com/y377hvz3 or book a call with our team now https://tinyurl.com/5xmjf46u!



This communication is presented by RWA Wealth Partners, LLC. The contents are for informational and educational purposes only and are not intended as investment, legal or tax advice. Please consult with your investment, legal or tax advisor concerning any specific questions you may have.

HOW DOES YOUR MOTHER INSPIRE YOU?Today we’re celebrating the moms at the heart of the RWA community—our colleagues, our ...
05/10/2026

HOW DOES YOUR MOTHER INSPIRE YOU?

Today we’re celebrating the moms at the heart of the RWA community—our colleagues, our spouses and the women who raised us.

These photos offer a small glimpse into the relationships that inspire us.

Happy Mother’s Day!

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