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Jim Altschuler

Wealth Adviser at RWA Wealth Partners

Jim Altschuler is a Wealth Adviser at RWA Wealth Partners, a position he has held since September 2022.12 He joined RWA Wealth Partners when they acquired his firm, Altschuler Financial Services, where he had served as the chief investment officer since 1994.2

With over 30 years of experience in the financial industry, Jim provides comprehensive wealth planning services to high net worth individuals and wealthy families.1 His expertise includes investment management, estate planning, tax services, and administrative support for clients.1

Prior to his current role, Jim's career included positions such as:

  • President of Altschuler Financial Services (April 1994 - December 2022)
  • Tax Manager at Intergen (1992 - 1994)
  • Senior Tax Accountant at Alexander, Aronson, Finning & Co., P.C. (1989 - 1992)
  • Senior Tax Accountant at Arthur Andersen (1987 - 1989)1

Jim holds a Bachelor's degree in Accounting from Bryant University.1 He is also a Certified Public Accountant (CPA) and a CERTIFIED FINANCIAL PLANNER® professional.2

Currently residing in Lexington, MA with his wife, Jim enjoys spending time with his family and playing tennis.2

Highlights

Feb 3 · rwawealth.com
Our People - RWA Wealth Partners
Our People - RWA Wealth Partners
Jan 15 · rwawealth.com
James Altschuler - RWA Wealth Partners
James Altschuler - RWA Wealth Partners

Related Questions

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Jim Altschuler
Jim Altschuler, photo 1
Jim Altschuler, photo 2
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Location

Greater Boston