RWA Wealth Partners

EST. AUM
$6,468,204,099

CONTACTS
40

CLIENT ACCOUNTS
3,632

Firm Details

Metro area Boston
CRD Number 168615
Website rwawealth.com
Client types

Overview

Ropes Wealth Advisors rebranded to RWA Wealth Advisors The manager research and asset allocation team led by Michelle Knight, JP Powers and Mike Stevens work very close together and analysts serve as generalists. Given the profile of their underlying clients (HNW individuals, families and trusts), they are conservative and they make tax sensitivity an ongoing process, from portfolio structure to continuous monitoring to manager selection. Invest across the asset class spectrum in equities, fixed income and alternative strategies. In equities, they use index strategies as core beta, blending them with high active share managers as satellites in an effort to keep expenses low.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

RWA Wealth Partners

Platform Details

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