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James Stephen Altschuler

RWA Wealth Partners

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About James Stephen Altschuler

James Altschuler is a financial advisor at RWA Wealth Partners, based in Newton, MA. James has been in the industry for more than 27 years and holds the Series 7 and Series 63 licenses. James is also a Certified Financial Planner. He is a member of Hathaway PE, LLC. and Hathaway Investment, LLC, limited liability companies that invest in private equity and other investments. James's expertise includes Financial Planning, Estate Planning, Tax Return Preparation and Filing, Portfolio Management for Businesses and Individuals. James specializes in serving clients including High Net Worth Individuals, Corporations and other Businesses, Charitable Organizations and Pension and Profit Sharing Plans.

Firm Information

James Altschuler 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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James Altschuler’s Registration & Firm History

MA

10/25/2022 - Present

RWA Wealth Partners (NEWTON MA)

AZ

07/27/1995 - 01/30/2003

ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)

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Licenses & Designations

BC

Issued 08/15/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/25/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Stephen Altschuler.
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