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Winfield Craven Grimm

RWA Wealth Partners

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About Winfield Craven Grimm

Winfield Craven Grimm is a Registered Investment Advisor (IA) with RWA Wealth Partners. Winfield has been in the industry since 2015 and is registered in Massachusetts. Winfield specializes in financial planning, portfolio management for businesses and individuals. Winfield holds the Series 65 - Uniform Investment Adviser Law Examination. Prior to RWA Wealth Partners, Winfield worked at Ropes Wealth Advisors LLC.

Firm Information

Winfield Grimm 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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Winfield Grimm’s Registration & Firm History

MA

12/06/2023 - Present

RWA Wealth Partners (Boston MA)

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Licenses & Designations

IA

Issued 01/27/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Winfield Craven Grimm.
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