RWA Wealth Partners

  • Financial Services
  • Newton MA
  • 196 employees
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Company Overview

Headquarters
85 Wells Avenue Suite 109, Newton MA
Website
rwawealth.com
Employees
196
Founded in
2023
Industry
Financial Services
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Financials & Stats

Revenue

$50B

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Who is RWA Wealth Partners

RWA Wealth Partners is a company based in Newton, Massachusetts, with 196 employees. RWA Wealth Partners provides advanced financial planning services and wealth management offerings. They cater to clients looking to preserve and enhance their wealth and well-being. RWA Wealth Partners distinguishes itself through its integrated approach to financial planning and wealth management, a combination that is rare in the industry. As a fee-only fiduciary, the company prioritizes putting clients' best interests first. Clients can visit rwawealth.com for more information.

Company Leadership

Michelle Knight

Chief Executive Officer

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Michelle Knight

CEO & Chief Economist

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Brad Sharp

Wealth Adviser - Partner

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Robert Johnson

Head of Tax Services

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Dominic Petrick

Director of Accounting

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RWA Wealth Partners Industry Tags

Financial Services
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FAQ

What is the location of RWA Wealth Partners's headquarters?
The headquarters of RWA Wealth Partners are situated at 85 Wells Avenue Suite 109, Newton MA
What is RWA Wealth Partners's official website?
The official website of RWA Wealth Partners can be found at rwawealth.com.
What is RWA Wealth Partners's current revenue?
As of June 2024, RWA Wealth Partners's annual revenue reached $50B.
How many employees does RWA Wealth Partners currently have?
RWA Wealth Partners employs approximately 196+ people as of June 2024
Which industries is RWA Wealth Partners primarily operating in?
RWA Wealth Partners operates in the following industries: Credit, Finance
Who is the Chief Executive Officer of RWA Wealth Partners?
RWA Wealth Partners's Chief Executive Officer is Michelle Knight
What are RWA Wealth Partners's industry tags?
RWA Wealth Partners's industry tags include: Financial Services
When was RWA Wealth Partners founded?
RWA Wealth Partners was founded in 2023.

Employee Directory

Key Employees

Stephen Johnson

Partner

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Valerie Kiziltas

Project Manager

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Michael Marzeotti

Marketing Automation Specialist

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Brennan Foust

Relationship Manager

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Brian Hazan

Managing Director

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Gunnar Sjostedt

Operations Associate

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Cassandra Jones

Salesforce Administrator

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