RWA Wealth Partners
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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
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
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
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.
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
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!
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Prudential Tower
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