Rwa Wealth Partners marks its debut as the rebranded identity of Adviser Investments, signaling a new chapter in integrated financial services. This strategic shift follows the successful merger with Ropes Wealth Advisors, culminating in a unified firm that delivers comprehensive wealth management, tax advisory, and planning solutions tailored for high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals and families. With a robust team of nearly 200 professionals and over $15 billion in client assets as of September 30, 2023, RWA Wealth Partners is poised to redefine the landscape of wealth advisory services.
Mario Ramos, CEO of RWA Wealth Partners, highlighting the firm's commitment to integrated client service and comprehensive experience.
“Our rebranding to RWA Wealth Partners embodies our unwavering dedication to providing integrated client service,” stated Mario Ramos, CEO. “We are committed to delivering a seamlessly coordinated and comprehensive experience, underpinned by the highest standards of client care. At RWA Wealth Partners, our mission is to be the singular wealth advisor our clients need, simplifying their financial lives and empowering their financial success.”
Driven by the increasing demand for sophisticated wealth management solutions, RWA Wealth Partners offers a holistic, high-touch service model designed to address every facet of their clients’ financial ecosystems. This encompasses not only investment management but also extends to crucial areas such as tax optimization, estate planning, and family office services. The firm’s national presence and extensive resources enable it to cater to the complex needs of affluent clientele across the country.
Michelle Knight, President of Ropes Wealth Advisors division, emphasizing the increasing demand for comprehensive wealth management solutions.
Michelle Knight, President of the Ropes Wealth Advisors division, elaborated on the industry trend: “Increasingly, HNW and UHNW individuals seek service providers capable of addressing their wealth management, tax, and estate planning needs in a unified manner. RWA Wealth Partners is strategically positioned to capitalize on this evolving demand, offering a broad spectrum of solutions that eliminates the complexities of managing multiple advisors and fragmented services.”
Enhanced Capabilities and Client-Centric Approach
RWA Wealth Partners builds upon a legacy of over 150 years of combined expertise from its predecessor firms. This rebranding not only reflects the firm’s expanded capabilities but also reinforces its commitment to a client-first philosophy. By merging innovative financial strategies with a deeply human touch, RWA Wealth Partners aims to guide clients in achieving their lifestyle aspirations, realizing family goals, and establishing lasting legacies.
“Our professionals act as trusted advisors, partnering with clients nationwide,” Mr. Ramos emphasized. “We champion wealth building and preservation strategies that connect our clients’ financial past, present, and future, enabling them to create enduring legacies. The RWA Wealth Partners brand represents our steadfast commitment to this vital mission.”
About RWA Wealth Partners
RWA Wealth Partners manages approximately $14.7 billion in regulatory assets, providing integrated wealth management solutions encompassing tax, estate, and family office services. The firm distinguishes itself through its team of seasoned advisors and advanced technology, adept at navigating the intricate financial challenges faced by HNW and UHNW individuals and families throughout the United States.
For further information about RWA Wealth Partners, please visit www.RWAWealth.com or call 833-RWA-PLAN.
Source: RWA Wealth Partners
