Personalized wealth management for high-net-worth families ready to delegate financial complexity and keep their wealth moving forward.
There’s Too Much at Stake for Fragmented Advice
You’ve worked hard to build your legacy. But as your wealth grows, so do the demands that come with it: more decisions, more moving parts, and the challenge of getting it right.
NEPWA serves as your financial quarterback. We consider every dimension of your financial life, from investment management and tax strategy to estate planning and retirement, so that decisions are never made in silos. We proactively coordinate with any professionals supporting you in these areas. When the stakes involve your spouse, your children, and your legacy, coordination matters more than any single recommendation.
At NEPWA, relationships come first.
We believe that meaningful wealth management and financial planning begin with trust, not transactions. As an SEC-registered investment advisor headquartered in Wellesley, Massachusetts, and serving the greater Boston area and beyond, we have served high-net-worth individuals, families, and institutions since 2005, now managing over $5 billion in assets* with a fiduciary commitment to transparency, objectivity, and education.
Our team structure ensures continuity and depth in every relationship. Our clients have relationships with several team members so you have a team that understands your family, your priorities, and your long-term plans. We engage both spouses in the planning process and help prepare the next generation, so transitions happen smoothly and responsibilities are understood.
*as of 12/31/2025
NEPWA at a Glance
Holistic Wealth Management
From income tax-aware investing to estate and retirement planning, our integrated approach helps cultivate peace of mind at every stage of life.
Embedded Tax
Expertise
Tax strategy is not a side conversation at NEPWA. We design decisions to get it right the first time, working alongside your CPA and attorney to help ensure nothing is left to chance.
Trusted Independent Custodians
Partnering with custodians such as Schwab and Fidelity provides security, transparency, and flexibility in how your assets are held and managed.
Transparent Fee Structure
No commissions. No hidden fees. A straightforward, fiduciary approach that prioritizes your financial success.
A Full Suite of Financial Services for High-Net-Worth Families
Wealth Management
Every decision connects to the bigger picture. Our team works closely with you to build a coordinated wealth strategy that reflects where you are today and where you want to be, adapting as your life evolves.
Estate Planning
Preserving and transferring wealth requires more than documents. We will coordinate with your estate attorney and help create financial strategies that protect your family, seek to minimize tax exposure, and reflect your values across generations. Our team of advisors can provide continuity and support for your loved ones even after your plans have been executed.
Investment Management
Your portfolio should serve your life, not add to your worries. We offer open-architecture investment solutions, tailoring portfolios to align with your financial objectives and risk preferences across active, passive, and alternative strategies.
Retirement Planning
The transition from building wealth to drawing on it is one of the most consequential financial shifts you will face. We help you develop a sustainable income strategy designed for your lifestyle, your longevity, and the people who depend on you.
Tax Strategy
Tax decisions are often irreversible, which is why we incorporate tax-conscious planning into every recommendation. Working in coordination with your CPA, we help identify opportunities to reduce exposure and improve after-tax outcomes across your entire financial life.
Institutional Client Services
NEPWA works with institutional clients to build, implement, and oversee diversified investment programs, providing disciplined management and ongoing oversight.
Connect with a Financial Advisor
We would 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.