Bob brings more than 30 years of experience in the financial services industry to the clients he partners with. He joined Adviser Investments in 2017 upon its acquisition of Braver Wealth Management. Prior to joining Braver, he was vice president and regional planning consultant with Fidelity Investments, working closely with high-net-worth clients. He has extensive experience in retirement income planning, risk-controlled portfolio design and charitable giving strategies. In 2023, Bob was honored in Boston magazine as a Five Star Wealth Manager for the ninth time, and his expertise has been featured in The Boston Globe, Financial Advisor magazine and The Wall Street Journal. Bob has also hosted an online finance forum on Boston.com. He earned a B.A. from Brandeis University and is a CERTIFIED FINANCIAL PLANNER™ practitioner. He is a NAPFA-Registered Financial Advisor and a member of the Financial Planning Association. Bob has two adult children and resides in Brookline, MA, with his wife, Johanna, and their Siberian Husky, Luna.
Five Star Wealth Manager (2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023)
Set goals, spend less than I earn and don’t panic when the markets decline.
Also, find a way, any way, to buy that house across the street from the apartment we were renting back in 1994 as houses in our neighborhood tend to not only hold their value, but substantially appreciate over time. This is simply another way of saying when buying real estate, always keep in mind “location, location, location.”
85 Wells Avenue, Suite 109Newton, MA 02494
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Retirement Income Management
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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