December 13, 2021
Adviser Investments announced today that it has been named among the “Nation’s Best and Brightest in Wellness” by the National Association for Business Resources for the fourth year in a row. This honor recognizes companies that encourage employee well-being and worksite health and wellness.
The firm’s nomination noted the numerous wellness activities and resources that employees were able to enjoy in 2021, which included a number of events adapted to remote work, including weekly meditation via Zoom and a Thanksgiving “turkey trot,” where all entrants who ran a 5K were entered in a raffle for a generous gift card. We also hosted the “Adviser Cares Olympics” on the lawn outside our offices, featuring a handful of outdoor events that marked the first time many employees saw each other in person since last March.
Adviser Investments is also proud to offer our employees excellent medical insurance, a nursing/wellness room, ample maternity and paternity leave, and standing computer workstations upon request.
As part of our ongoing efforts to promote health and self-care, Adviser Investments has a formal wellness committee led by peers. Membership is open to anyone who wants to participate and input is encouraged from colleagues up and down the organization. These measures and numerous others show our commitment to promoting our team members’ wellness, which in turn supports our goal of consistently delivering quality personalized service to each of our clients, day in and day out.
About Adviser Investments
Adviser Investments is a full-service wealth management firm, offering investment management, financial and tax planning, managed individual bond portfolios, and 401(k) advisory services. We’ve been helping individuals, trusts, institutions and foundations since 1994, and have more than 3,500 clients across the country and over $7 billion in assets under management. Our portfolios encompass actively managed funds, ETFs, socially responsible investments and tactical asset allocation strategies, with particular expertise in Fidelity and Vanguard mutual funds. We take pride in being The Adviser You Can Talk To. Our minimum account size is $350,000. To see a full list of our awards and recognitions, click here, and for more information, please visit www.adviserinvestments.com or call 800-492-6868.
Additional Information on the 2021 National Best and Brightest in Wellness®
The National Best and Brightest Companies in Wellness® Program—in conjunction with their scoring partner SynBella—surveys and evaluates each participating organization’s efforts in employee wellness. Participation is not limited to companies in the financial services industry. In order to participate, an organization must have at least 10 employees; be in business for at least one year, complete the required surveys, and pay any applicable fees. Certain fees are assessed to participants requesting specific analysis and reports on their application. Participants are not required to pay any particular fee or purchase any particular analyses or reports. For more information and a complete list of recipients visit https://thebestandbrightest.com/programs/participation/
Years Received: 2021, 2020, 2019, 2018
Awards referenced above do not consider client experience and are not indicative of such. Nor are awards indicative of future performance. Unless otherwise noted, Adviser Investments does not pay a fee to participate in any of these awards. Additionally, awards typically only consider and recognize participants that choose to participate; and are often based on information supplied by the participants—such information should not be assumed to be verified by the sponsor of the award.
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