About Us
Founded in 2005, NEPWA has grown to service over 350 clients and manages over $2.9 billion (as of 12/31/2024). We pride ourselves in being more than just investment advisors. We seek to be trusted counselors, there to support our clients in all aspects of their financial lives.
“When I come to work, I’m with extended family members and when I’m talking to clients, I’m talking to friends”
– Ira Rapaport, CEO and Founder of NEPWA
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 an SEC registered firm, we are proud to earn our clients’ trust and friendship through objectivity, dedication and competence.
NEPWA’s Core Values:
Relationships
We treat each client with the utmost care and treat them like our friends and family.
Highly customized and integrated services
Every client and family is different, therefore our advice and services are tailored to their individual needs.
Education and stewardship
We take time to thoroughly explain our advice to clients to ensure they understand our recommendations, and we help educate their children to help protect their legacies.
NEPWA’s Core Investment Principles:
Holistic guidance utilizing sophisticated solutions
Focus on low cost, transparency, tax efficiency, income generation
Access to private investments & alternative strategies for further diversification
Integrating every aspect of the client’s financial life
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.