Wealth Management That Empowers Women to Shape Their Financial Future

Partner with advisors who understand the opportunities and challenges that come with being the financial decision-maker, and who design strategies to align with your goals, values, and life priorities.

A Perspective That Feels Different.

As a woman guiding your household’s financial decisions, you carry the responsibility of protecting and growing your wealth. Whether you are managing family finances, building your own wealth, or preparing for a major life change, the right advisor can help you move forward with clarity and confidence.

At NEPWA, our experienced female advisors combine technical skill with empathy, discretion, and a personal approach to planning.

Personalized Financial Planning for You and the People You Care About

Many of our clients, particularly women in leadership roles at home and in their careers, want a planning experience that is personal, collaborative, and connected to life beyond the numbers.

We often help clients navigate:

Career milestones and business transitions
Divorce or separation
Loss of a spouse or partner
Inheritance or sudden wealth
Multigenerational planning for children and aging parents

In every situation, our advisors provide a respectful, judgment-free space to ask questions, explore options, and make confident decisions.

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, but 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 together. 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 makes 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 built on trust

Deep understanding of women’s unique financial priorities

Relationship-driven planning that adapts as life evolves

Collaborative work with couples, families, and adult children

Fee-only, fiduciary advice with full transparency

Financial Services

Tax Planning

Strategies designed to help you mitigate your tax burden and support evolving priorities.

Estate Planning

Planning that aligns investments with the needs and goals of your household.

Investment Guidance

Portfolios tailored to long-term objectives and family needs.

Wealth Management

Structuring your legacy to reflect your values and protect loved ones.

Retirement Planning

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

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.

Empowered Planning Starts With the Right Partner

As a woman leading your household’s financial future, you deserve an advisor who understands your vision and works with you to bring it to life. Let’s start the conversation.

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.