Adviser
Chase Rosa is a Client Service Associate at RWA Wealth Partners, where comprehensive financial planning and wealth management are prioritized. Previously, Chase founded and hosted the Driving Force Podcast, focusing on insights from high-performing individuals. Experience includes roles as a Business and Financial Analyst at VISTRADA, a Tennis Professional at Seacoast Tennis Club, and as an Analyst at Equality Asset Management, where initial support was provided to Technology and Healthcare teams. Earlier career phases involved internships in private equity and finance, including positions at Search Fund Accelerator and Private Jet Services. Chase holds a Bachelor of Science in Finance from Bentley University and graduated from Berwick Academy.
Adviser
Adviser is a full-service wealth management firm, offering investment management, financial and tax planning, managed individual bond portfolios, and 401(k) advisory services. We’ve been helping individuals, trusts, institutions and foundations since 1994. Adviser Investments and its subsidiaries have over 5,000 clients across the country and over $8 billion in assets under management. Our portfolios encompass actively managed funds, ETFs, socially responsible investments and tactical asset allocation strategies, and we’re experts on Fidelity and Vanguard mutual funds. We take pride in being The Adviser You Can Talk To. To see a full list of our awards and recognitions, click here, and for more information, please visit www.adviserinvestments.com or call 800-492-6868.