RPg Family Wealth Advisory (FWA) Overview

General Information

RPg Family Wealth Advisory (FWA) is a multi-family office headquartered in Burlington. The firm provides advisory and wealth management services to families with complex financial needs, focusing on long-term capital preservation, succession planning, and tailored investment strategies. Its team works closely with clients to address generational wealth transfer, philanthropic goals, and risk management—supports families in navigating evolving financial landscapes with a disciplined, client-centric approach.