Turn a Demanding Career Into a Lasting Financial Legacy

We help physicians safeguard their earnings, invest with purpose, and plan for a future that supports their family, aspirations, and lifestyle.

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You’ve Taken Care of Your Patient’s Health. Let Us Take Care of Your Financial Health.

As a physician, your financial journey comes with unique challenges. From managing a high income and significant student debt to navigating time constraints and complex compensation structures, it’s easy for your financial well-being to take a back seat. Too often, financial advice isn’t truly tailored to the unique demands physicians face.

At New England Private Wealth Advisors, LLC (NEPWA), we offer comprehensive financial planning built specifically for medical professionals. Whether you’re just getting started, a practice owner, or preparing for retirement, we help you make confident, informed financial decisions – so your money works as hard as you do.

What We Help Doctors Do Best

We help physicians make smarter financial choices in the face of complex schedules, growing income, and evolving goals.

Eliminate student debt strategically while building long-term wealth

Reduce your tax burden through proactive, tailored planning

Structure and protect income from practice ownership, hospital contracts, or side ventures

Build an investment plan aligned with your career goals and risk tolerance

Review your risk management plans by assessing your existing liability and disability insurance

Create a retirement timeline that makes sense for your lifestyle

Plan for your family’s future, including education funding and estate planning, and working with multiple generations

Start Your Journey

How is NEPWA Different?

The Financial Realities Doctors Face

You have the income. Now you need the strategy.

A Late Start to Wealth Building

After years of school, residency, and fellowship, you’re finally earning, but starting later means you’re playing catch-up on saving, investing, and planning.

We help doctors accelerate their financial progress with a focused, personalized strategy that meets you where you are.

High Income Means High Taxes

Your income puts you in the top tax brackets, but most doctors don’t have a strategy for managing or reducing their tax burden.

We implement tax plans that work across your income, investments, and retirement to help you keep more of what you earn.

Retirement Feels Distant or Uncertain

With your demanding schedule, it’s hard to imagine slowing down, let alone retiring. But without a plan, time moves fast.

We can map out a retirement timeline to fit your vision, whether that’s part-time, full-time, or something in between.

Complex Compensation, Limited Time

Multiple income streams. Bonuses. Deferred comp. Partnership buy-ins. Your time isn’t infinite, but that doesn’t mean your finances can wait.

We handle the complexity and provide solutions systems that offer clarity, structure, and peace of mind without adding to your workload.

It’s Time to Pay Yourself Back

You’ve worked long and hard to get to where you are. Med school, board exams, internships, residency fellowships, and more – on top of saving lives. It’s time to give back to yourself.

We help you prioritize what matters most, strike the right balance, and avoid lifestyle inflation that can hold you back.

Have Questions? We Have Answers

We help clients answer complex questions like:

How do I balance student loans, saving, and investing?
Is it financially possible for me to buy into a private practice or start my own?
When can I realistically retire—and how do I get there?
How much should I be saving for retirement at this stage in my career?

Whatever stage you’re in—from residency to retirement—we provide the financial clarity you’ve been missing.

Your Time is Limited. Your Financial Strategy Shouldn’t Be.

You’ve built a career helping others. Let’s build a financial plan that helps you.

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.