Troy, MI E Maple Office

Team
Updated today

Client AUM

$18,443,706,953

Clients

5,951

Advisors

2

Of 73 advisors across 14 offices

Location

707 E Maple, Suite 101

Troy MI 48083

Advisors at this office

2

Advisors at this office

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Vanessa C

CFP®, Series 65

Troy, MI

RWA Wealth Partners

Vanessa Carter Witt is a CFP® with nine years of industry experience and is currently with RWA Wealth Partners. She previously worked at Adviser Investments for seven years and has held roles at Everhart Advisors and Mid Atlantic Capital Corporation. 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’s investment approach focuses on strategic asset allocation using an open-architecture platform and combines fundamental and quantitative methods in certain internally managed strategies.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Debt management Cash flow / budgeting Founder/Business Owner Retired
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Ryan D

CFP®, Series 66

Troy, MI

RWA Wealth Partners

Ryan Drews is a CFP® with 18 years of industry experience, currently serving as a financial advisor at RWA Wealth Partners. He has held roles at Northwestern Mutual, Charles Schwab, Primerica, and General Motors. Drews also works as an adjunct professor at Walsh College, teaching and providing instruction to college students. RWA Wealth Partners serves individuals, families, trusts, charitable organizations, business entities, and employer-sponsored retirement plans, offering a range of services including investment management, financial planning, tax planning, and retirement plan advisory. The firm employs a strategic asset allocation approach using an open-architecture platform supplemented by customized fixed income management and combines fundamental and quantitative methods in certain strategies.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Debt management Cash flow / budgeting Founder/Business Owner Retired
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