Ropes Wealth Advisors

Ropes Wealth Advisors LLC is a registered investment adviser with the SEC, offering fiduciary and estate settlement services. Established in 2013, RWA became a subsidiary of Adviser Investments, LLC in 2023. RWA provides discretionary and nondiscretionary investment advisory services to various clients, including individuals, families, trusts, estates, charitable organizations, and business entities. The firm's investment philosophy focuses on asset allocation to enhance returns and mitigate risks. RWA employs an open architecture investment platform, offering exposure to various asset classes through mutual funds, ETFs, and separate accounts managed by third parties. The firm also provides custom fixed income and cash management services. RWA's standard investment management fee ranges from 0.40% to 1.25% based on the market value of assets. The firm's fee structure is negotiable, and employees may receive discounted services. RWA does not charge performance-based fees and acts as a fiduciary, prioritizing clients' best interests. The firm's investment strategies encompass various asset allocation models, including ESG considerations. RWA has a Code of Ethics to manage conflicts of interest and conducts ongoing reviews of client accounts. Clients can participate in class action litigation monitoring and proxy voting services. For further details, clients can contact Kristin D. Fazio, the Chief Compliance Officer at Ropes Wealth Advisors LLC.