Jeff Menning is a CFP® with 25 years of industry experience, currently working at RWA Wealth Partners. His prior roles include positions at Adviser Investments, Polaris Greystone Financial Group, and AmTrust Financial Services. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and retirement plans, offering investment management, financial planning, tax planning, and retirement plan advisory services. The firm focuses on strategic asset allocation supported by an open-architecture investment platform and emphasizes customized fixed income and cash management strategies.

Joshua Jurbala is a Series 65-licensed financial advisor with seven years of industry experience. He is currently with RWA Wealth Partners and previously worked at Polaris Wealth Advisory Group, Adviser Investments, and contributed to the Fidelity Sector Investor Newsletter. RWA Wealth Partners serves a diverse client base including individuals, families, trusts, charitable organizations, business entities, and retirement plans. The firm employs a strategic asset allocation approach supported by a wide range of investment vehicles and offers services spanning investment management, financial and tax planning, and retirement plan advisory.

Andrew Busa is a CFP® with six years of industry experience, currently advising at RWA Wealth Partners since 2021. He previously worked at Adviser Investments, LLC, Monument Group Wealth Advisors, LLC, and Wingate Wealth Advisors, LLC. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with investment management, financial planning, tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation using an open-architecture platform and includes customized fixed income and cash management supported by internal credit analysis and a network of over 100 fixed income dealers.

Matthew Erickson is a financial advisor at RWA Wealth Partners with 16 years of industry experience. He holds a Series 66 designation and has worked previously at Polaris Wealth Advisory Group, Renaissance Capital Management, and Legacy Planning & Associates. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation using an open-architecture platform, combining fundamental and quantitative methods along with customized fixed income and cash management.

Jennifer Votano is a CFP® and CFA® with 21 years of experience in the financial services industry. She is currently with RWA Wealth Partners and has previously worked at Clarfeld Financial Advisors, CiTIZENS BANK, N.A., and New England Private Wealth Advisors. Outside of her advisory role, she occasionally assists as a class instructor for a CPR training business owned by her husband. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach using a broad range of investment vehicles and offers customized fixed income management alongside internally managed strategies and tax preparation through its subsidiaries.

Michael Dillaire is a CFP® with nine years of industry experience, currently serving as a financial advisor at RWA Wealth Partners in Boston, MA. His prior experience includes roles at Adviser Investments, LLC, JP Morgan Chase Bank, N.A., and Fidelity Brokerage Services LLC. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, offering investment management, financial planning, tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach using an open-architecture platform and offers customized fixed income and cash management alongside internally managed strategies and tax preparation services.

Christopher Watson is a CFP® with 11 years of industry experience, currently serving as an advisor at RWA Wealth Partners since 2026. His prior roles include positions at Ameriprise Financial Services, Mai Capital Management, The Colony Group, and John Hancock. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with investment management, financial planning, tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation using an open-architecture platform and emphasizes customized fixed income and cash management supported by internal credit analysis and a broad dealer network.

Stephen Johnson is a CFP® and Series 66-registered advisor at RWA Wealth Partners with 12 years of industry experience. He has worked at RWA Wealth Partners since 2023, following roles at Polaris Wealth Advisory Group, Adviser Investments, LLC, and Braver Wealth Management, LLC. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with investment management, financial planning, tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation using an open-architecture platform and combines fundamental and quantitative methods in selected strategies.

Ryan Christensen is a financial advisor with RWA Wealth Partners in Boston, MA, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with RWA Wealth Partners and its affiliated company ADVISER INVESTMENTS since 2012. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial and tax planning, and retirement plan advisory services. The firm’s investment approach emphasizes strategic asset allocation using an open-architecture platform and customized fixed income management, supported by both fundamental and quantitative strategies.

Francis Lee is a CFP® professional with 30 years of experience in the financial services industry. He currently works at RWA Wealth Partners and has held prior roles at Polaris Wealth Advisory Group, Adviser Investments, LLC, and Avantax Investment Services, INC. He is based in Boston, MA and holds Series 63 and Series 65 licenses. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with services that include investment management, financial planning, integrated tax planning, and retirement plan advisory. The firm’s investment approach focuses on strategic asset allocation using an open-architecture platform and incorporates customized fixed income management and both fundamental and quantitative strategies.

Michael Stevens is a financial advisor with RWA Wealth Partners in Boston, MA, holding a Series 65 designation and nine years of industry experience. He has been with Ropes Wealth Advisors, a division of RWA Wealth Partners, since 2016. RWA Wealth Partners provides investment management, financial and integrated tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans. The firm employs a strategic asset allocation approach and an open-architecture platform that includes mutual funds, ETFs, separate accounts, and private pooled vehicles, supplemented by customized fixed income and cash management strategies.

Megan Higgins is a financial advisor at RWA Wealth Partners with 11 years of industry experience. She holds a Series 65 designation and previously worked at Adviser Investments for 16 years before joining RWA Wealth Partners in 2023. RWA Wealth Partners provides investment management, financial planning, tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored plans. The firm employs a strategic asset allocation approach using a broad range of investment vehicles and offers specialized fixed income management and internally managed strategies through its subsidiary firms.

Diana Linn is a CFP® with eight years of industry experience, currently serving as a financial advisor at RWA Wealth Partners in Boston, MA. Prior to joining RWA Wealth Partners in 2024, she worked at Adviser Investments, LLC for eight years and was employed at Life Time Fitness for eleven years. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with investment management, financial planning, tax planning, and retirement plan advisory services. The firm uses a strategic asset allocation approach supported by an open-architecture investment platform and offers specialized fixed income management and internally managed strategies through its affiliated entities.

Shruti Bansal is a CFA® charterholder with four years of industry experience, currently serving at Ropes Wealth Advisors, a division of RWA Wealth Partners. She previously worked at Osbon Capital Management and Agate Fund Management. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with a range of services including investment management, financial planning, integrated tax planning, and retirement plan advisory. The firm employs a strategic asset allocation approach using an open-architecture platform and offers internally managed strategies and tax preparation services through its subsidiaries.

Michael Russo is a financial advisor with RWA Wealth Partners in Boston, MA, holding a Series 65 designation and eight years of industry experience. His prior work includes positions at Adviser Investments and Lynch's Furniture. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation using an open-architecture platform and combines fundamental and quantitative methods in select internal strategies.

Steven Reder is a financial advisor with RWA Wealth Partners in Boston, MA, holding Series 65 and Series 63 licenses and bringing 20 years of industry experience. His prior roles include positions at Polaris Wealth Advisory Group, United Capital Financial Advisers, and Lenox Wealth Management. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans with investment management, financial planning, tax planning, and retirement plan advisory services. The firm’s investment approach emphasizes strategic asset allocation using an open-architecture platform, customized fixed income management, and a combination of fundamental and quantitative strategies.

James Verity is a financial advisor at RWA Wealth Partners with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Adviser Investments LLC and Kobren Insight Management, an Adviser Investments company. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, tax planning, and retirement plan advisory services. The firm’s investment approach focuses on strategic asset allocation and utilizes an open-architecture platform including mutual funds, ETFs, separate accounts, and private pooled vehicles.

Winfield Grimm is a financial advisor at RWA Wealth Partners in Boston, MA, holding a Series 65 designation with 10 years of industry experience. He has worked with Ropes Wealth Advisors, a division of RWA Wealth Partners, since 2015 through its various organizational forms. RWA Wealth Partners provides investment management, financial planning, integrated tax planning, and retirement plan advisory services to individuals, families, trusts, charitable organizations, business entities, and employer-sponsored plans. The firm’s investment approach centers on strategic asset allocation and combines fundamental and quantitative methods across its open-architecture platform and internally managed strategies.

Karen Schmid is a CFA® charterholder with 13 years of industry experience. She is currently with RWA Wealth Partners and was previously with Moirai Wealth Management for 24 years. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, providing investment management, financial planning, tax planning, and retirement plan advisory services. The firm employs a strategic asset allocation approach supported by an open-architecture platform and offers customized fixed income and cash management alongside internally managed strategies and tax preparation services.

Terrence Tedeschi Jr. is a financial advisor at RWA Wealth Partners with nine years of industry experience. He holds a Series 65 credential and has worked within various divisions of RWA Wealth Partners since 2016. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans. The firm offers discretionary and non-discretionary investment management, financial planning, integrated tax planning, and retirement plan advisory services, utilizing a strategic asset allocation approach combined with an open-architecture investment platform.