June 22, 2018
Adviser Investments’ employees welcomed our spouses and children to our first annual family picnic on June 22, 2018. Everyone had a blast!
The beautiful weather was the perfect backdrop as we celebrated the life of our friend Jonathan. Festivities included food trucks, face painting, sack races, ice cream, balloons and bubbles, inflatables, tug-o-war, friendship and so much more.
Thanks to all of our highly valued team members and their families for sharing this heart-warming day!
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