Rawson has over 25 years of experience working with executives, business owners and retirees on issues around wealth transfer, trustsA legal document that functions as an instruction manual to how you want your money managed and spent in your later years as well as how your assets should be distributed after your death. Assets placed in a trust are generally safe from creditors and can be sold by the trustee in short order, avoiding the lengthy and costly probate process. and estate planning. Before joining Adviser as Director of Estate and TrustA legal document that functions as an instruction manual to how you want your money managed and spent in your later years as well as how your assets should be distributed after your death. Assets placed in a trust are generally safe from creditors and can be sold by the trustee in short order, avoiding the lengthy and costly probate process. Services in 2023, Rawson was a private wealth strategist at a large national financial services provider, where he worked with many of the firm’s largest clients on similar planning issues.
He obtained his CERTIFIED FINANCIAL PLANNER™ certification in 1999, an M.A in Asian studies and a J.D. from Washington University, and a B.A. in economics from Middlebury College.
One of Rawson’s proudest professional achievements was his early facility with a potent tax-saving strategy using intentionally defective grantorThe creator of a trust who owns the assets to be transferred. trusts. This guidance helped save his clients hundreds of millions of dollars in transfer taxes while enabling them to make impactful donations to their chosen philanthropic causes.
Rawson is a 20-year rider in the Pan-Massachusetts Challenge and is actively involved with the Epiphany School in Dorchester, MA, where he has served as treasurer and a member of the board of trustees. He enjoys cycling, tennis and pickleball—all with friends, and especially with family.
For more information on the awards and recognitions referenced above, please visit https://www.adviserinvestments.com/awards-and-recognitions/.
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