Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Dakoyannis is a financial advisor at RWA Wealth Partners, LLC. Matthew is a Series 65 licensed investment advisor representative in Massachusetts and Texas. Matthew's firm, RWA Wealth Partners, is a Registered Investment Advisor (RIA) firm based in Newton, MA. The firm specializes in providing financial planning, portfolio management, and estate planning services to individuals, businesses, and charitable organizations. RWA Wealth Partners has been in business since 2022 and has over 15 Billion dollars in assets under management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Estate planning, tax return preparation & filing; model provider
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.
A percentage of the total value of assets under management is charged.
Model provider fee
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MA
04/19/2023 - Present
RWA Wealth Partners (NEWTON MA)
IA
Issued 02/17/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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