March 20, 2019
Photo Credit: Bill Brett Boston
Several of Adviser Investments’ employees recently joined The Ireland Funds’ Boston Young Leaders at its annual St. Patrick’s Celebration. The Ireland Funds is a global philanthropic network with a mission “to promote and support peace, culture, education and community development.”
On March 14, 2019, the Boston Young Leaders hosted nearly 500 guests at their annual celebration. Revelers had the opportunity to meet other charitably minded young professionals, enjoy live music from a Boston-based Irish band and bid on silent auction items—all for the benefit of the many charitable endeavors that The Ireland Funds sponsors.
This represents just one of many worthy causes that Adviser Investments and its employees support—both individually and as a company. Our Women in Wealth Management Initiative’s inaugural philanthropic effort benefited Prospect Hill Academy’s THRIVE lunch program, and our commitment to the community is further demonstrated by the work of our volunteer committee and “Adviser Cares” program. Most recently, our employees worked together to support Habitat for Humanity, Cradles to Crayons and The Esplanade Association.
Our team members are also actively involved with the leadership of numerous individual outreach organizations. Current causes include Best Buddies Challenge, Hoops and Homework, Junior League of Boston, Newton Music School, Rosie’s Place, Budget Buddies, InvestWrite and NephCure Kidney International—just to name a few.
Learn more about The Ireland Funds and Adviser Investments’ philanthropic outreach.
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