Adviser Investments Rebrands as RWA Wealth Partners

Adviser Investments, an independent wealth management firm, announced its rebranding as RWA Wealth Partners. The rebrand follows the successful merger with Ropes Wealth Advisors earlier this year.

With nearly 200 employees, RWA Wealth Partners has more than $15 billion in total client assets under management and assets under advisement as of Sept. 30, 2023, of which approximately $14.7 billion is regulatory assets under management.

“Our new brand reflects our deep commitment to integrated client service and to providing a comprehensive, coordinated experience delivered with the highest standards of care,” Mario Ramos, chief executive officer of RWA Wealth Partners, said. “The RWA Wealth Partners team is focused on being the only wealth advisor our clients need.”

The firm says RWA Wealth Partners offers financial planning and an open architecture investment management platform as part of a comprehensive wealth management solution. It’s clients have access to broad trust and estate legal services through an “exclusive relationship” with Hall & Diana LLC, a law firm founded by two attorneys. And, through RWA Wealth Partners’ wholly owned subsidiary, RWA Tax Solutions LLC, the firm provides tax services including preparation, planning and strategies that integrate into clients’ financial and estate plans.

The firm says the new brand also “underscores the enhanced capabilities of RWA Wealth Partners’ expanded organization.”

Ramos said, “Our professionals serve as trusted advisors to individuals and families across the country. We believe in wealth building and wealth preservation that help people connect their past with the present and create their legacy. The RWA Wealth Partners brand stands for our commitment to that mission.”

With approximately $14.7 billion in regulatory assets under management, RWA Wealth Partners provides wealth management solutions with tax, estate and family office services.

Click here to visit The DI Wire directory page.