RWA Wealth Partners

RWA’S WEALTH WITH INTENTION ADDRESSES DIVORCE PLANNING FOR WOMEN

Family Office Managing Directors Evelyn Pepe and Jennifer Votano hosted RWA’s latest Wealth With Intention event: “Working With Women Navigating Divorce,” which featured author Oona Metz, LICSW.

Oona, Evelyn and Jennifer discussed how advisors can support women clients through the financial, emotional and logistical complications of divorce. The conversation was followed by a question-and-answer session, and Oona signed copies of her book, “Unhitched: The Essential Divorce Guide for Women” for our guests and employees alike.

Thank you to Oona for lending her expertise and to Jennifer, Evelyn and the rest of our team who helped make the event so warm and welcoming.

To discover more about RWA, Wealth With Intention and the human side of wealth, please visit our website https://tinyurl.com/2nkescn5 or book a call with our team now https://tinyurl.com/5xmjf46u!

IS ONE STOCK DRIVING YOUR FINANCIAL FUTURE?

Many investors don’t plan to take on concentration risk. It happens quietly through long-term success, equity compensation or loyalty to a familiar company.

In this episode of The Human Side of Wealth podcast, Andrew Busa is joined by wealth advisors Chris Hagan and Alden Witman to explore why concentrated positions are so common today and how they can create hidden risks inside an otherwise solid financial plan.

They discuss behavioral challenges, tax considerations and the tools advisors use to help clients reduce concentration over time, without forcing one-size-fits-all solutions or sacrificing long-term goals.

Watch now to learn how turning success into a sustainable plan often starts with managing concentration risk intentionally. https://tinyurl.com/2p6sef

Podcast: Managing Concentration Risk—Turning Success into a Sustainable Plan Andrew Busa, Director of Financial Planning, is joined by Chris Hagan, Partner and Senior Wealth Advisor, and Alden Witman, Partner and Wealth Advisor, to discuss why concentrated positions are increasingly common and how to manage them.

TRANSITION-BASED FINANCIAL PLANNING: A REAL-WORLD APPROACH TO LIFE’S TURNING POINTS

It could happen to any of us—we find ourselves suddenly single, making a career pivot, needing to become a caregiver or receiving a complicated inheritance as we grieve. When life transitions arrive, advance planning may help reduce stress. Read now: https://tinyurl.com/2p9m78yb

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HOW DO YOU CELEBRATE 529 DAY?

In the financial services industry, May 29 is celebrated as 529 Day—a riff on 529 college savings plans that help millions of families across America invest and pay for the cost of education.

To mark the occasion, we’ve gathered a list of documents, questions and guidance for people sending a child, grandchild or loved one off to college this fall. This to-do list is intended to help you provide support and reduce risk so your student can fully enjoy the campus experience. Learn more: https://tinyurl.com/2472upph

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WILL YOUR WEALTH LAST YOUR LIFETIME AND BEYOND?

It’s Women’s Health Month, and we’re putting the spotlight on an important financial planning consideration for couples and women: longevity. Women live an average of five years longer than men, which has ramifications for Social Security benefits, health care costs and retirement spending needs. We explore these factors and more, with guidance on how to plan ahead. Read Now: https://tinyurl.com/4k9usvu3

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HONORED TO HELP PRESERVE A LEGACY THAT BRINGS OUR COMMUNITY TOGETHER

Boston’s parks are where we walk, run, gather and recharge—and the Emerald Necklace Conservancy keeps it thriving for everyone. RWA Wealth was once again proud to support the Conservancy’s annual event—formerly Party in the Park—now Sparkle for the Park: An Enchanted Evening. Support for this event helps fund the care of the 1,100-acre park system designed by Frederick Law Olmsted.

We were glad to be there with neighbors and partners from across the community. Nicole LaChapelle, President, RWA Family Office, and Angela Roof, Senior Client Officer, RWA Family Office, represented RWA at the event.

RWA MANAGING DIRECTOR EVELYN PEPE ON PLANNING FOR LIFE TRANSITIONS

On April 28, Family Wealth Report published an article by RWA Family Office Managing Director Evelyn Pepe on a transitions-based approach to wealth planning. She explores inflection points that investors, particularly women, may face over their lives, and shares her perspective on how advisors should address the emotional and behavioral dimensions of planning, not just the technical aspects of managing wealth.

Read “Planning Through Life Transitions, Not Just Life Stages” here: https://tinyurl.com/bdd2ac7d

Evelyn’s insights are foundational to RWA’s Wealth With Intention initiative and its mission to educate, engage and empower women and next-gen investors. For more information, please visit our site today: https://tinyurl.com/2nkescn5



This communication is presented by RWA Wealth Partners, LLC. The contents are for informational and educational purposes only and are not intended as investment, legal or tax advice. Please consult with your investment, legal or tax advisor concerning any specific questions you may have.

USA Today Ranks RWA One of Nation’s Best Financial Advisory Firms

RWA Wealth Partners is honored to be recognized by USA Today! The paper recently published its fourth annual list of Best Financial Advisory Firms, and RWA ranks nationally in the over $5 billion in assets under management category.

We view rankings like this as an affirmation that our work to help people unlock their wealth’s potential and improve their lives is meaningful and essential. Thank you, USA Today!

If you’d like to speak with one of our wealth management professionals about your assets and the living legacy they can help you create, please contact us today: https://tinyurl.com/5xmjf46u

6 RWA WOMEN NAMED TO ADVISORHUB’S 2026 RANKINGS!

We are incredibly proud to see six of our colleagues named to AdvisorHub’s Women to Watch lists for 2026.

Kari Wolfson, Liz Kesselman and Dina Milne, all partners and senior wealth advisors on RWA’s Private Wealth team, are ranked among the nation’s 200 Women Advisors to Watch. According to AdvisorHub, professionals named to this list “represent efficient and productive teams that have achieved scale without compromising their level of service while maintaining healthy growth.”

Meanwhile, Shruti Bansal and Jennifer Loveless, both portfolio managers and directors on our Family Office team, along with Private Wealth Partner and Wealth Advisor Diana Linn can be found on AdvisorHub’s 50 Women RIAs to Watch. This list includes “advisors who lead teams with sophisticated businesses, great growth and a commitment to professionalism.” We could not agree more.

Congratulations to Kari, Liz, Dina, Shruti, Jennifer and Diana!