Steve Reder, Managing Director of Wealth Management at RWA Wealth Partners, joined Keith Black, Managing Director of RIA Channel, to discuss the rich history of the firm.
RWA Wealth Partners is one of the top 100 advisory firms when ranked by assets, with about $17.2 billion in AUM as of December 31, 2024. RWA Wealth Partners has a legacy that goes back 160 years as a fiduciary and is one of the largest woman-led firms in the country.
Reder notes that RWA Wealth Partners is a boutique of consequence. The firm is small enough to care and craft a personalized experience but large enough to have the resources to handle the most complicated situations. A comprehensive financial plan helps to understand what is important to clients. RWA’s offerings include tax and estate planning.
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