Broker Check

Our Team

Jonathan H. Loer, CFP®
 

Co-founder and Chief Planning Officer

(617) 663-5595

(617) 977-5793

jloer@rw-advisors.com

Jon has spent over 25 years in the financial advisory industry developing and executing strategic financial plans for individuals across a variety of backgrounds. As Chief Planning Officer, Jon ensures each client has a deep...

Read more

Karīna Sērmūksle

Investment Specialist

Karina is a graduate of both the Riga International School of Economics and Business Administration as well as the KEDGE Business School in Bordeaux, France. She is currently working towards her MBA at the Riga Business School. Her...

Read more

Lauris S. Lambergs, CIMA®
 

Co-founder and Chief Investment Officer

(617) 663-5595

(617) 977-5793

Lauris has more than 25 years of global professional experience in institutional investing, business management and family wealth facilitation. By recognizing that each client has a unique family logic in considering and making complex...

Read more