Turn Your Demanding Career Into the Life and Legacy You Envision

We help physicians protect their earnings, invest with intention, and build a future that supports their family, their goals, and the lifestyle they aspire to.

You care for your patients’ health. Let us take care of your financial health.

Physicians deserve advice built for the way they earn, save, and build wealth. New England Private Wealth Advisors, LLC (NEPWA) delivers financial planning that accounts for the nuances of medical careers. We can help you make smart, early decisions that protect your time, your income, and your long-term goals.

Why Physicians Come to Us

Strong understanding of the challenges unique to their career

Personalized retirement planning that makes sense for you and your loved ones

Comprehensive family protection for both spouses and future generations

Student debt elimination plans designed around your income trajectory

One fiduciary team coordinating your entire financial picture

Your career is built on protecting others. Our role is helping protect what you’ve built.

Years of training delayed your earning years while student debt compounded. Now your income is substantial, but so is the tax burden that accompanies it. You may be navigating employment contracts, practice ownership, deferred compensation, and insurance obligations, all while building a life that reflects the sacrifices you and your family have made.

Most physicians carry a low-grade financial anxiety that never fully resolves. Not because something was done incorrectly, but because the full scope of their financial life has never been thoughtfully examined with the attention it deserves. You dedicate yourself to the well-being of others. We’re here to make sure your family’s financial well-being receives the same dedication.

Hear From Our Advisors

“I have several doctors in my family, so I have seen first-hand the amount of dedication and commitment it takes to become a doctor. It reinforces that we are not doing our job unless we provide the same level of dedication and commitment to our physician clients. We understand the sacrifice they have made to reach their career goal, and our role is to help them reach their financial goals.”

- Jeremy Sandler, CFP®

Senior Wealth Advisor

Optional Title

“Doctors know the power of trust. A patient needs to feel confident that their physician has the expertise to treat their medical needs. For a healthy financial life, that same care is critical for a doctor / financial advisor relationship, seen through risk analyses, transparency, open communication, and trust.”

Caitlin Polson, CFP®

Senior Wealth Advisor

Comprehensive Financial Planning

Strategic Debt Management

Career-stage-specific elimination plans aligned with income trajectory and tax positioning

Tax Burden Mitigation

Proactive tax planning coordinated with qualified tax professionals, embedded in every recommendation

Income Protection

Structuring and protecting complex physician compensation, from hospital contracts to partnership distributions

Investment Planning

Diversified portfolios designed around your time horizon, risk tolerance, and cash flow patterns

Risk Management

Evaluating disability, life, malpractice, and umbrella coverage against your actual exposure

Retirement Planning

Roadmaps accounting for pension benefits, practice valuation, and Social Security optimization

Family and Estate Planning

Coordinated with qualified attorneys, both spouses and other family members

How is NEPWA Different?

Fee-based fiduciary standard, meaning every recommendation is legally required to serve your interest

Holistic, integrated planning that looks at your entire financial life, including working closely with your tax professionals, estate attorneys, and insurance advisors

Over $5 billion in assets under management*, delivering institutional-quality planning with dedicated personal attention

*As of 12/31/2025

Frequently Asked Questions from Our Physician Clients

Do you work with physicians at all career stages?

The majority of our clients are mid-career physicians balancing growth with family obligations, or senior physicians planning for retirement or practice transition.
What does "financial quarterback" mean in practice?

At NEPWA, we look at the full picture of your financial life – we help set the strategy, anticipate your needs, and ensure that every financial decision fits together. We proactively coordinate with your other advisors to ensure your plan stays aligned with your long‑term goals.
Are both spouses included in the planning process?
How is NEPWA compensated?
When can I scale back, transition out of practice, or retire on my terms?

We project your financial readiness across multiple scenarios so you understand what is possible and what trade-offs may be involved. With a clear path in place, you can plan a transition that supports your lifestyle, your family, and the next phase of your life

Let’s connect and start building your future together.

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.