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.
At New England Private Wealth Advisors, LLC (NEPWA), we pride ourselves on the meaningful relationships we build with our clients and within our team. As an SEC registered investment advisor based in Wellesley, MA and serving the greater Boston region, helping clients reach their goals is what we do, but the deep, lasting connections we form is what makes us special.
NEPWA provides supportive guidance through changing market cycles, complex financial decisions, and personal milestones. Through accomplishments and challenges, we aspire to be 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. We are proud to earn our clients’ trust and friendship through objectivity, dedication and competence.
A Legacy of Trust & Expertise
NEPWA at a Glance
Rooted in the Boston area, NEPWA has served high-net-worth individuals, families and institutions since 2005, now managing over $3 billion in assets* with a fee-only, fiduciary approach that focuses on transparency, objectivity, and education.
*as of 3/31/2025
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 Custodians
Partnering with trusted custodians 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 Services for Institutional Clients
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.