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Kari Elizabeth Wolfson

RWA Wealth Partners

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About Kari Elizabeth Wolfson

Kari Elizabeth Wolfson is an investment advisor representative with RWA Wealth Partners. Kari has been in the industry since 2011. Kari is registered with the state of Massachusetts as an investment advisor representative. Kari holds the Series 3, Series 34, and Series 65 licenses. Kari is a Certified Financial Planner. Kari specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, and Estate Planning.

Firm Information

Kari Wolfson 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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Kari Wolfson’s Registration & Firm History

MA

11/20/2012 - Present

RWA Wealth Partners (NEWTON MA)

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Licenses & Designations

IA

Issued 11/14/2012

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/03/2010

Series 34 - Retail Off-Exchange FOREX Examination

BC

Issued 11/25/2008

Series 3 - National Commodity Futures Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kari Elizabeth Wolfson.
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