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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...

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Lauris S. Lambergs, CIMA®, GFP 

 

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...

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