Wealth Management That Empowers Women to Shape Their Financial Future

Collaborate with advisors who understand the full range of financial dynamics women face, from career and equity considerations to caregiving and legacy planning, and who create coordinated strategies shaped around your goals and long-term priorities.

Personalized Financial Planning for You and the People You Care About

Many of our clients, particularly high-net-worth women and couples, seek a planning experience that feels more personal, more collaborative, and less transactional. Female advisors often bring a different perspective to wealth conversations: one that prioritizes understanding, long-term relationships, and alignment with life beyond the numbers.

Whether you’re navigating a career milestone, a divorce, death of a spouse or partner, an inheritance, or your family’s financial future, our female advisors provide a safe, respectful space to ask questions, explore options, and make empowered decisions—without pressure or judgement.

Meet the Advisors

Melissa Boccaci, CFP®, ChFC®

“I love working with female clients. They are smart, efficient and ask great questions. My female clients want to learn and understand and are open to guidance and advice. As a mother myself, I understand the challenges that many women face around making financial decisions that are truly best for their family.”

Caitlin Polson, CFP®

“With every new female client, there is always some shared experience we can connect on. The concept of keeping your personal life at home is unachievable in this profession. My female clients know the relationship is based on communication and collaboration to ensure their financial plan aligns with their values and goals for their family.”

Kelly Saffery, CFP®

“I truly love working with my female clients. Being a female advisor allows me to connect with women in a way that feels real and judgment-free. At NEPWA, we take an educational approach because understanding your financial life is so important—and it’s not just about returns. It’s about having the clarity and confidence to make decisions that genuinely align with your goals.”

Sarah Lewis, MSFP, CFP®

“As a female advisor, I’m able to connect with my female clients in a way that feels real and approachable, no judgment, just honest conversations. Whether it’s navigating a career change, managing family wealth, or planning for retirement, I want every woman I work with to feel seen, heard, and fully capable of making informed financial decisions.”

Sara Shores, MBA, CFP®

“I’ve seen how transformative it is when women understand their finances. Whether building wealth, navigating life transitions, or helping the next generation, financial confidence gives peace of mind and empowers women to make decisions that feel good. There’s a level of trust and connection that comes from shared experiences – balancing careers and caregiving, incorporating values and priorities into financial decisions, or just being a good listener.”

The NEPWA Difference

Personal, empathetic guidance grounded in trust

Deep understanding of women's unique financial needs

Relationship-driven planning that adapts as life evolves

Collaborative work with couples, families, and adult children

Fee-based, fiduciary advice with full transparency

Empowered Planning Starts With the Right Partner

Whether you’re leading your household, growing your wealth, or planning a legacy—we’re here to support you every step of the way.

Our services are thoughtfully tailored for individuals and families with approximately $2 million or more in investable assets.

Financial Services

Tax Planning

Proactive strategies to help you mitigate your tax burden and keep more of what you earn.

Estate Planning

Structure your legacy with care, seeking to protect your assets and pass them on according to your wishes.

Investment Guidance

Thoughtful, tailored portfolios designed to seek long term growth and wealth preservation.

Wealth Management

Holistic planning that aligns your investments, goals, and values.

Retirement Planning

Create a clear, flexible roadmap for the lifestyle you want—now and in the future.

Why More Women Are Choosing Female Financial Advisors

Women often look for an advisor who understands the full picture of their lives, including the decisions, responsibilities, and relationships that influence their financial world. Many find that working with a female advisor creates a connection that feels more personal, more collaborative, and more aligned with how they prefer to make decisions.

At NEPWA, our advisory team takes the time to understand your goals, your values, and the vision you have for your family. This approach helps create a partnership that feels meaningful, supportive, and focused on what matters most to you.

We’re here to simplify complexity and bring clarity to your financial world, making it feel more organized and aligned with your values and goals.

Schedule a Consultation

New England Private Wealth Advisors, LLC (“NEPWA”) is an SEC registered investment advisor. Registration of an investment adviser does not imply any specific level of skill or training.

NEPWA is neither a Certified Public Accounting firm, or a law firm and does not provide tax or legal advice to clients; such services are provided through select third parties unaffiliated with NEPWA. Please contact a tax or legal professional for advice in such matters. The success of any tax mitigation strategy is dependent on each client’s specific situation and results cannot be guaranteed.

Investing involves the risk of loss, including the risk of loss of the entire investment. Diversification does not ensure a profit or protect against a loss.

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.