March 22, 2019
Our Women in Wealth Management Initiative (WWMI) recently hosted an after-hours event for the many outstanding women at Adviser Investments.
On March 21, 2019, our WWMI colleagues gathered at Vinodivino in Needham for a “Women & Wine” outing to enjoy time together outside of work and learn more about the wide-ranging varietals produced exclusively by women.
Our group sampled a diverse selection from vineyards in Africa, Italy, the U.S. and Argentina. Sommelier Manika Khanna shared anecdotes about the history of each region’s vineyards as well as her personal experience working in an industry in which women are under-represented—only around 10% of vineyards worldwide are female-owned.
This wine tasting was a great opportunity to socialize and learn more about trailblazing female vintners who are reshaping their industry.
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