Financial Advisor Near Andover, MA Planning, Investment & Wealth Strategies
At New England Private Wealth Advisors, LLC (NEPWA), we provide comprehensive financial planning and investment management services for individuals, families, and business owners across the northeast. As a registered investment adviser, our focus is on helping you create a financial plan that aligns with your values and evolves as your goals and circumstances change.
Our team works closely with each client to deliver thoughtful, strategic advice built around your life, not just your accounts. If you’re looking for a financial advisor near Andover, our team is here to guide you with clarity and integrity.
Personalized Financial Planning for Life in New England
You deserve a plan that reflects what is most important to you. At NEPWA, we tailor financial plans to address the full scope of life. From investment strategy and retirement planning to estate planning, insurance, and tax considerations, at NEPWA, we build tailored plans to support your financial well-being—now and in the future. Our process begins with listening: understanding where you are, what you value, and what you’re working toward.
We help clients:
We offer personalized financial services designed to adapt over time, through shifting market conditions and life’s many transitions.
Risk & Investment Management With Purpose
Effective investment management starts with a clear understanding of what you’re working toward. We take the time to align your portfolio with your time horizon, risk profile, and broader financial strategy. We build diversified, tax-efficient portfolios designed to adapt as life and markets change for our clients in Andover.
Our investment process integrates:
Andover Estate & Retirement Planning
Retirement is a life transition that requires careful coordination of income, taxes, and legacy. At NEPWA, our retirement planning process helps clients structure a sustainable income stream, analyze Social Security and pension benefits, and plan with flexibility for both market and life changes.
We also support business owners and families to facilitate estate planning, wealth transfer, and succession strategies designed to maintain clarity across generations.
Your Life. Your Plan. Your Future.
At NEPWA, we understand that every family and business has unique financial goals shaped by their own stories. Our team delivers tailored strategies that reflect those priorities. Rooted in deep local insight and a commitment to lasting relationships, we can help build a plan that evolves with your life so your future is as secure, resilient, and vibrant as the community you call home.
Let’s Build a Plan That Works for You
If you’re ready to take the next step, we invite you to consult with a professional financial advisor who understands the balance between risk, opportunity, and real life. At NEPWA, we’re here to help you organize your financial world, minimize uncertainty, and move forward with purpose.
Contact us today to start a conversation about your goals, your timeline, and how we can help you get there.
Our services are thoughtfully tailored for individuals and families with approximately $2 million or more in investable assets.
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.