Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael James Stevens is an Investment Advisor Representative with RWA Wealth Partners, LLC, based in Boston, MA. Michael is a Series 65 licensed advisor with a strong track record of providing financial planning, portfolio management, and other wealth management services to high-net-worth individuals, charitable organizations, corporations, and individuals. Michael's expertise lies in working with clients who have complex financial needs, including those seeking estate planning, tax return preparation, and model provider services.
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
12/06/2023 - Present
RWA Wealth Partners (Boston MA)
IA
Issued 07/18/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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