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Gregory Wood Evans

RWA Wealth Partners

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About Gregory Wood Evans

Gregory Wood Evans is an investment advisor representative with RWA Wealth Partners. Gregory has been in the financial services industry for over 25 years. Gregory has a strong background in providing financial planning services and investment management for individuals, businesses, and charitable organizations.

Firm Information

Gregory Evans is currently registered with RWA Wealth Partners. RWA Wealth Partners is an investment advisor based in NEWTON, MA. The firm primarily provides financial planning, portfolio management for individuals and businesses, and estate planning services to individuals, corporations, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations. The firm manages approximately $15.42 billion in assets.
RWA Wealth Partners

85 WELLS AVENUE

NEWTON, MA 02459

$15.42B

Assets Under Management

26

Total Clients

66

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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estate planning, tax return preparation & filing; model provider

Estate planning, tax return preparation & filing; model provider

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Model provider fee

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Gregory Evans’s Registration & Firm History

MA

02/15/2024 - Present

RWA Wealth Partners (NEWTON MA)

NH

10/15/1998 - 12/05/2023

FIDELITY BROKERAGE SERVICES LLC (MERRIMACK NH)

NY

04/08/1993 - 06/25/1993

EQUICO SECURITIES, INC. (NEW YORK NY)

NY

04/08/1993 - 06/25/1993

THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)

NA

03/25/1992 - 09/23/1992

F.N. WOLF & CO., INC.

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Licenses & Designations

IA

Issued 09/03/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/23/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/16/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gregory Wood Evans.
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