Empowering Your Financial Future through Collaboration & Education
Personalized high- and ultra-high-net-worth financial solutions with transparency and integrity
At NEPWA, relationships come first.
We pride ourselves on the relationships we build with our clients and team here at New England Private Wealth Advisors (NEPWA). Helping clients reach their goals is what we do, but the deep, lasting relationships we build with them is what makes us special.
NEPWA provides supportive guidance through changing market cycles, complex financial decisions, and personal milestones. Through accomplishments and challenges, we are partners in all aspects of our clients’ financial lives and beyond.
NEPWA’s Mission
NEPWA provides highly customized and integrated investment advisory/wealth planning services, while striving to deliver exceptional client care. Our fiduciary responsibility is to continually educate, provide clarity and transparency, and always act with the utmost integrity. As a SEC registered firm, we are proud to earn our clients’ trust and friendship through objectivity, dedication and competence.
A Legacy of Trust & Expertise
NEPWA at a Glance
Since 2005, NEPWA has served high-net-worth individuals, families and institutions, managing over $2.9 billion in assets* with a fee-only, fiduciary approach that focuses on transparency, objectivity and education.
*as of 12/31/2024
Team-Based
Client Approach
NEPWA’s collaborative approach leverages our dedicated team’s broad-based expertise to deliver personalized financial planning and wealth management solutions.
Customized
Portfolio Management
We offer open-architecture investment solutions, tailoring portfolios to align with your financial objectives and risk preferences.
Trusted
Independent Brokers
Partnering with trusted brokerage partners like Schwab and Fidelity helps provide security, transparency, and flexibility in asset management.
Transparent
Fee Structure
No commissions, no hidden fees just a straightforward, fiduciary approach that prioritizes your financial success.
Diversified
Investment Strategies
We think strategically across all asset classes, utilizing active, passive and alternative strategies to create well diversified, tax- conscious portfolios consistent with our goals-based planning philosophy.
Comprehensive
Wealth Management
From income tax and estate planning to retirement, insurance, and executive compensation strategies, our holistic approach helps cultivate peace of mind at all stages of life.
NEPWA Institutional Client Services
NEWPA has extensive experience servicing the needs of a variety of institutional organizations. We have a full range of capabilities to assist institutions in the development, implementation, management and ongoing oversight of a diversified investment strategy.
Let’s connect and start building your future together.
We’d love to learn more about you. A member of our team will follow up to share how NEPWA can earn your trust with objective, thoughtful, and personalized service.