John came to Adviser Investments in 2009 as an account executive. Prior to this, he was a financial adviser at both Merrill Lynch and Morgan Stanley, where he worked with individuals to develop and implement personalized financial plans and investment solutions. He also worked at Fidelity Investments, supporting Registered Investment Advisors. John is a U.S. Navy veteran and graduated from Syracuse University with a B.S. in finance.
The best piece of financial advice I ever received was “live within your means.”
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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