RWA Wealth Partners Enhances Family Office Division with New Additions

RWA Wealth Partners Expands Family Office Division

On October 15, 2025, RWA Wealth Partners, a leading national independent and boutique wealth management firm, shared exciting news about the growth of its Family Office division. This development comes with the addition of two highly regarded senior wealth advisors, Jennifer Votano and Evelyn Pepe, who will serve as Managing Directors within the firm. With over $19.7 billion in client assets under their management, RWA Wealth Partners is known for providing personalized, high-quality wealth management services tailored to individual and familial needs.

A New Chapter with Experienced Advisors

Michelle Knight, the CEO of RWA Wealth Partners, expressed her enthusiasm for the new additions, noting that these two advisors will complement the firm’s ongoing efforts in fostering an inclusive environment for both women advisors and clients. “We take pride in being a destination not only for our clients who seek comprehensive wealth management but also for talented advisors looking for a supportive and empowering workplace,” she stated.

Votano, with 25 years of experience in the financial services industry, is an accomplished advisor known for her comprehensive approach to wealth management. Before joining RWA, she held advisory roles at recognized firms such as Clarfeld | Citizens Private Wealth and New England Private Wealth Advisors. Her credentials include being a CFA® Charterholder and a CERTIFIED FINANCIAL PLANNER®, not to mention her active memberships in various professional organizations.

Meanwhile, Evelyn Pepe brings 15 years of dedicated service as a Senior Private Wealth Advisor, specializing in personalized wealth management strategies. Her role at RWA will include advising business owners, executives, and multi-generational families, helping them navigate the complexities of financial management with clarity and confidence. Her credentials include a B.S. in Finance from Quinnipiac University, along with being a CERTIFIED FINANCIAL PLANNER® and Certified Divorce Financial Analyst®.

Commitment to Women in Wealth Management

The hiring of Votano and Pepe aligns with RWA Wealth Partners' commitment to advocating for women in the finance sector, both in terms of advisory roles and client representation. Nicole LaChapelle, President of Family Office, shared her excitement about welcoming these talented women into the firm. She hinted at a forthcoming initiative focused on education and empowerment, which will be led by Votano and Pepe, aiming to create an impact not just within RWA but also in the broader community.

Strategic Growth and Client Centricity

This expansion follows another significant move by RWA, the acquisition of the Moirai team based in San Francisco led by Karen Schmid. Such strategic growth demonstrates RWA Wealth Partners’ momentum and commitment to enhancing its services on both coasts. With offices in major cities including Boston, Chicago, and San Francisco, RWA is positioning itself as a premier wealth management solution provider across the nation.

The firm prides itself on its innovative and tailored approach to wealth management, focusing not only on financial acumen but also on building long-term relationships with clients. As the financial landscape evolves, RWA Wealth Partners remains dedicated to adapting and expanding its services to meet the dynamic needs of its diverse clientele. This expansion of the Family Office division with skilled advisors like Votano and Pepe is a testament to their strategic direction and commitment to excellence in wealth management.