Tuesday, November 7, 2023
HomeFinancial AdvisorAdviser Investments Rebrands As RWA Wealth Partners

Adviser Investments Rebrands As RWA Wealth Partners

Boston-based Adviser Investments, an independent wealth management firm with $14.7 billion in AUM, has rebranded as RWA Wealth Partners, the firm announced yesterday.

The adoption of the new name follows a merger with Ropes Wealth Advisors that occurred earlier this year. With nearly 200 employees, RWA Wealth Partners is led by Mario Ramos, CEO.

RWA Wealth Partners is a national firm that serves high-net-worth and ultra-high-net-worth individuals and families. The firm offers an open architecture investment management platform as part of its wealth management solution. RWA Wealth Partners has a relationship with Hall & Diana, a law firm founded by two attorneys with experience working with members of the RWA Wealth Partners team and serving the estate planning needs of high-net-worth and ultra-high-net-worth families.

Through RWA Wealth Partners’ wholly owned subsidiary, RWA Tax Solutions, the firm provides tax services including preparation, planning and strategies that integrate into clients’ financial and estate plans.

“We believe high-net-worth and ultra-high-net-worth individuals are increasingly seeking service providers who can address their wealth management, tax and estate needs comprehensively. The RWA Wealth Partners platform is incredibly well positioned to benefit from this trend, providing clients with a broad suite of solutions, alleviating the need to manage multiple relationships or stitch together services themselves,” Michelle Knight, president of the firm’s Ropes Wealth Advisors division, said in a statement.

Adviser Investments was founded in 1994 by Dan Wiener, who had run a newsletter for Vanguard investors. In 1997, he joined forces with Jim Lowell, who published Fidelity Investor, a newsletter for holders of the Boston-based asset management giant’s funds.  Wiener retired earlier this year.



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