Rick is a member of Adviser Investments’ Portfolio Review Committee and came to the firm in 2001 from American Express Financial Advisors, where he provided individual clients with comprehensive financial planning solutions. In 2023, he was honored in Boston magazine for the tenth time as a Five Star Wealth Manager. Rick graduated from Marist College in Poughkeepsie, NY, with a B.S. in business administration, concentrating in marketing and finance. He is a member of the MA Financial Planning Association and has been a CERTIFIED FINANCIAL PLANNER™ professional since 2005, and earned his Chartered Retirement Planning CounselorSM designation in 2009 and his Accredited Wealth Management AdvisorSM designation in 2015. Rick is an active member of the Big Brothers Big Sisters of Massachusetts Bay organization and NephCure Kidney International. He lives in Concord, MA, with his wife, son and daughter, and he enjoys running, golfing and skiing.
Five Star Wealth Manager (2013, 2014, 2015, 2016, 2017, 2018, 2019, 2021, 2022, 2023)
CFP®, CRPC®, AWMA®
“Someone’s sitting in the shade today because someone planted a tree a long time ago.” – Warren Buffet
85 Wells Avenue, Suite 109Newton, MA 02494
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Cash Flow Planning
Social Security Analysis
Employee Benefits Maximization
For information on professional designations and credentials referenced on this page, please click here. For information on each industry award referenced on this page, please click here.
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