Chicago, IL Office

RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities and employer-sponsored retirement plans, delivering discretionary and non-discretionary investment management, financial planning, integrated tax planning, and retirement plan advisory services. The firm also offers internally managed strategies through RWA Capital and tax preparation services via its wholly owned subsidiary, RWA Tax Solutions.

The firm’s investment approach centers on strategic asset allocation as the primary driver of long-term returns and uses an open-architecture platform of mutual funds, ETFs, separate accounts and private pooled vehicles, supplemented by tactical asset-allocation adjustments. RWA also emphasizes customized fixed income and cash management—using internal credit analysis and a network of over 100 fixed income dealers—and combines fundamental and quantitative methods in certain RWA Capital strategies.

The brochure documents RWA’s formation through a 2023 merger of legacy advisory businesses, noting that legacy operations now function as divisions and that predecessor histories are presented in firm materials. RWA’s disclosures describe several atypical affiliations and service relationships for a firm of its size, including a wholly owned tax-preparation subsidiary, close referral and coordination with the law firm Hall & Diana LLC (whose attorneys are also RWA personnel), and exposure to commodity-trading strategies and municipal bond markets alongside services for retirement plans that can include state and municipal plan clients.