June 28, 2019
In addition to the ongoing contributions from our Volunteer Committee, Adviser Investments’ individual employees generously share their time, talent and treasure on their own time to help a wide range of worthy causes.
Recently, Account Manager Michael Russo rode in the Best Buddies Challenge–Hyannis Port, an annual cycling event that raises both money and awareness for Best Buddies International.
Best Buddies International is a non-profit dedicated to ending social, physical and economic isolation of people with intellectual and developmental disabilities (IDD) through friendship, employment opportunities, leadership-skill development and inclusive, independent living.
On June 1, 2019, Michael cycled 100 miles from Boston to Hyannis Port, Massachusetts as a part of “The James Gang,” a group formed to honor a close family friend. Best Buddies has been a tremendous resource for James—a passionate and talented man whose family started this group to benefit those struggling with IDD.
With generous donations from his colleagues and a monetary contribution from the company, Michael’s effort in the Best Buddies Challenge helped raise more than $28,000. Adviser Investments is proud of our individual and collective commitment to community philanthropy and pleased to support these efforts in any way we can.
Learn more about the inspirational work of the Best Buddies Organization and the Best Buddies Challenge.
Polaris Wealth Advisory Group and Adviser Investments are now under one new brand, RWA Wealth Partners.
Over the next few months, we are transitioning to a new website under our new brand. For you, this means a better experience and more access to valuable education, insights and advice. It also means you gain access to expanded wealth management solutions such as tax¹ and legal services², alternative investments and more. Explore this site for additional information on these new services and call your advisor with any questions at 833-RWA-PLAN.
¹Personalized tax advice and tax return preparation is available through a separate, written engagement agreement with RWA Tax Solutions, LLC.
²Legal services can be obtained through a separate, written engagement via our relationship with Hall & Diana, LLC