Stephen Lee is a CFP® with 20 years of industry experience and is currently with RWA Wealth Partners. His prior roles include positions at Polaris Wealth Advisory Group, Mariner Wealth Advisors, Mercer Global Advisors, and TIAA-CREF. 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 focuses on strategic asset allocation using an open-architecture platform and combines fundamental and quantitative methods in select strategies.

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.

Joseph Silverman is a CFP® with 17 years of experience in financial advising. He currently works at RWA Wealth Partners and previously held roles at Schwab Wealth Advisory, Inc. and The Vanguard Group, Inc. Outside of his advisory work, he is co-manager of Healing Hope Counseling, PLLC, a psychotherapy practice operated by his wife. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, offering investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm uses a strategic asset allocation approach with a mix of mutual funds, ETFs, separate accounts, and private pooled vehicles, combined with tactical adjustments and customized fixed income strategies.