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Matthew Philip Erickson

RWA Wealth Partners

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About Matthew Philip Erickson

Matthew Philip Erickson is an investment advisor representative at RWA Wealth Partners. Matthew has been in the industry since 2006 and has been registered with RWA Wealth Partners since November 2023. Previously, Matthew was employed at UBS Financial Services Inc. and Citigroup Global Markets Inc. Matthew holds Series 7 and Series 66 securities licenses. Matthew specializes in portfolio management for individuals and businesses, as well as providing financial planning. Matthew is located in Newton, MA and also provides services in Troy, MI.

Firm Information

Matthew Erickson 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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Matthew Erickson’s Registration & Firm History

MI

11/18/2024 - Present

RWA Wealth Partners (Troy MI)

MI

08/06/2007 - 04/23/2012

UBS FINANCIAL SERVICES INC. (PLYMOUTH MI)

MI

10/04/2006 - 08/13/2007

CITIGROUP GLOBAL MARKETS INC. (SOUTHFIELD MI)

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Licenses & Designations

BOTH

Issued 10/17/2006

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/03/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Matthew Philip Erickson.
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