RWA Wealth Partners

RWA Wealth was proud to support @EmeraldNecklace’s Sparkle for the Park: An Enchanted Evening, benefiting the care of Boston’s 1,100-acre Emerald Necklace designed by Frederick Law Olmsted. #SparkleForThePark #EmeraldNecklaceConservancy

In her article published in Family Wealth Report, RWA Family Office Managing Director Evelyn Pepe discusses the importance of “Planning Through Life Transitions, Not Just Life Stages”. Read now to learn how women can plan for key life transitions: tinyurl.com/4485cd3t

RWA Wealth Partners is honored to be on USA Today’s ranking of the Nation’s Best Financial Advisory Firms for 2026. If you’d like to find out how our team can help you manage your wealth with care, contact us: tinyurl.com/4mfcdh5k

Congratulations to Kari Wolfson, Liz Kesselman and Dina Milne for appearing on AdvisorHub’s 200 Women Advisors to Watch list in 2026, and to Shruti Bansal, Jennifer Loveless and Diana Linn, named to AdvisorHub’s 50 Women RIAs to Watch!

Our Wealth With Intention team hosted a pair of engaging events for women in Florida last month. The team presented on women’s wealth, including myths and truths, common hurdles and gaps to overcome, and The Great Wealth Transfer. Visit us at tinyurl.com/yjhw2ped

HOW DOES YOUR MOTHER INSPIRE YOU? Today we’re celebrating the moms at the heart of the RWA community—our colleagues, our spouses and the women who raised us. These photos offer a small glimpse into the relationships that inspire us. Happy Mother’s Day!

We are thrilled to share that Director of Private Wealth Client Service Megan Higgins is a winner of a 2026 Connect Money Next Generation Wealth Management Award. This award recognizes Megan’s leadership, impact and achievement at RWA and in the industry. ow.ly/8Wjk50YRGPw

In his monthly market update, CIO JP Powers reviews the reasons behind the market’s recent rally and the challenges ahead that may cause markets to shift from momentum to a focus on fundamentals. Watch the full video now tinyurl.com/29f8y5jw #MarketUpdate

Wealth is not just a financial idea. It’s a human one. This Earth Day, we’re reflecting on what we all own and hold in common. Let’s leave the world better than we found it. It’s our true legacy to and for generations to come. #EarthDay #HumanSideOfWealth

Everyone has an estate plan whether they meant to or not. In our latest podcast, the RWA team breaks down how thoughtful estate planning can reduce complexity and help protect your legacy with clarity and flexibility. Watch now: tinyurl.com/vwh7u624 #estateplanning #podcast

Join us for a live discussion about current trends in adolescent mental health, substance use, stress and the impact of social media, and how they may present differently in children of high‑net‑worth families. April 22 | 4 PM ET Register: tinyurl.com/4e23xzps

One of the best aspects of working with a talented group of people is seeing them advance. Congratulations to: Irene Brennan, Jillian DeMelo, Colbey Gilford, Chris Hernandez, Kia Jeffery, Chase McKay, Erin O’Brien, Blake Russell and Colin Tarpey. tinyurl.com/2arsru88

CIO Joseph “JP” Powers recently shared his perspectives with Barron’s Advisor on the Iran war, broader market considerations, the AI and private credit story, and the fixed-income market. Click here to read the interview: barrons.com/advisor/articl… #barronsadvisor

A big thank you to CIO Joseph “JP” Powers and Director of Private Wealth Financial Planning Andrew Busa for representing RWA at the Markets Group 2026 Private Wealth New England Forum. Each moderated a lively panel discussion with industry peers. #privatewealthnewenglandforum

In his monthly market update, JP Powers examines the conflict with Iran, Federal Reserve policy hurdles, the private-credit market landscape and more. Watch now: tinyurl.com/2ky8juab #MarketUpdate

Tax filing is a moment. Tax planning is a lifetime strategy. In our latest podcast, the RWA team breaks down how recent tax law changes create new opportunities to potentially lower your lifetime tax bill. Watch now: tinyurl.com/2jsh7dx9 #taxplanning #wealthmanagement #podcast

It was an inspiring evening at the Women’s Day Dinner, celebrating International Women’s Day and supporting the important work of @wlpboston. Thank you @langhamboston @granaboston @jacobchangphoto and all event sponsors. #InternationalWomensDay2026

Are women more likely to bail out of their investment strategy when times are tough? Fidelity’s data says otherwise. For more on how you can take control of your wealth and help build family capital across generations, click here: tinyurl.com/4nj63kb3 #womenshistorymonth2026

It’s our honor to share that the Emerald Necklace Conservancy has given RWA its Community Canopy Award this year. Thank you for the recognition and helping provide beautiful green spaces for the Boston community! #emeraldnecklaceconservancy #thehumansideofwealth

In honor of women’s history month, it’s time to dispel another false narrative about women and wealth. Watch to learn how much wealth U.S. women control. For more, check out this episode of The Human Side of Wealth podcast: tinyurl.com/mrxf3ubc #womenshistorymonth2026