RWA Wealth Partners

IS ONE STOCK DRIVING YOUR FINANCIAL FUTURE?

Many investors don’t plan to take on concentration risk. It happens quietly through long-term success, equity compensation or loyalty to a familiar company.

In this episode of The Human Side of Wealth podcast, Andrew Busa is joined by wealth advisors Chris Hagan and Alden Witman to explore why concentrated positions are so common today and how they can create hidden risks inside an otherwise solid financial plan.

They discuss behavioral challenges, tax considerations and the tools advisors use to help clients reduce concentration over time, without forcing one-size-fits-all solutions or sacrificing long-term goals.

Watch now to learn how turning success into a sustainable plan often starts with managing concentration risk intentionally. https://tinyurl.com/2p6sef

Podcast: Managing Concentration Risk—Turning Success into a Sustainable Plan Andrew Busa, Director of Financial Planning, is joined by Chris Hagan, Partner and Senior Wealth Advisor, and Alden Witman, Partner and Wealth Advisor, to discuss why concentrated positions are increasingly common and how to manage them.

WILL YOUR WEALTH LAST YOUR LIFETIME AND BEYOND?

It’s Women’s Health Month, and we’re putting the spotlight on an important financial planning consideration for couples and women: longevity. Women live an average of five years longer than men, which has ramifications for Social Security benefits, health care costs and retirement spending needs. We explore these factors and more, with guidance on how to plan ahead. Read Now: https://tinyurl.com/4k9usvu3

Click here to subscribe to our insights: tinyurl.com/4946pj5a

RWA MANAGING DIRECTOR EVELYN PEPE ON PLANNING FOR LIFE TRANSITIONS

On April 28, Family Wealth Report published an article by RWA Family Office Managing Director Evelyn Pepe on a transitions-based approach to wealth planning. She explores inflection points that investors, particularly women, may face over their lives, and shares her perspective on how advisors should address the emotional and behavioral dimensions of planning, not just the technical aspects of managing wealth.

Read “Planning Through Life Transitions, Not Just Life Stages” here: https://tinyurl.com/bdd2ac7d

Evelyn’s insights are foundational to RWA’s Wealth With Intention initiative and its mission to educate, engage and empower women and next-gen investors. For more information, please visit our site today: https://tinyurl.com/2nkescn5



This communication is presented by RWA Wealth Partners, LLC. The contents are for informational and educational purposes only and are not intended as investment, legal or tax advice. Please consult with your investment, legal or tax advisor concerning any specific questions you may have.

RWA’S WEALTH WITH INTENTION INITIATIVE VISITS FLORIDA

President of Family Office Nicole LaChappelle and Family Office Managing Directors Evelyn Pepe and Jennifer Votano hosted a pair of educational events in Florida last month tailored for women investors. The trio spoke about how The Great Wealth Transfer is impacting women, overcoming hurdles and gaps women may face, and a series of myths and truths about women and finances. Each session also included a lively give and take with attendees—thank you for having us!

To discover more about RWA, Wealth With Intention and the human side of wealth, please visit our website https://tinyurl.com/y377hvz3 or book a call with our team now https://tinyurl.com/5xmjf46u!



This communication is presented by RWA Wealth Partners, LLC. The contents are for informational and educational purposes only and are not intended as investment, legal or tax advice. Please consult with your investment, legal or tax advisor concerning any specific questions you may have.