Elizabeth
Kesselman
Rwa Wealth Partners
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About this Advisor
Elizabeth Kesselman is a financial advisor based in Newton Center, Massachusetts, working with Rwa Wealth Partners. Elizabeth has previously held positions at Kobren Insight Management-An Adviser Investments Company and Adviser Investments LLC. Elizabeth has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Massachusetts, and Texas. Currently, Elizabeth is part of Rwa Wealth Partners, which operates out of Newton Center, Massachusetts. The firm has 9 offices and 189 employees. The firm manages assets totaling $15.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Rwa Wealth Partners includes asset-based, hourly, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Rwa Wealth Partners Brokerage Details
$15,423,271,608
189
19,495
$791,140
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Elizabeth Kesselman Work History
Adviser Investments LLC
Kobren Insight Management-An Adviser Investments Company
Disclosures
Please visit the SEC profile of Elizabeth Kesselman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Rwa Wealth Partners
Newton Center, MA
Chicago, IL
Newton Center, MA
Boston, MA
Newton Center, MA
Newton Center, MA
Newton Center, MA
Troy, MI
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