October 24, 2023
Adviser Investments is excited to announce that Mario Ramos has been selected as Hispanic CEO of the year by Wealth Solutions Report. WSR’s Top Hispanic Industry Leaders of 2023, the group of Pathfinder Awards that celebrates National Hispanic Heritage Month, honors persons of Hispanic and Latin heritage.
Read the article here: https://lnkd.in/gYi2thqj
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Welcome.
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