Wealth Management Helping You Take Control of Your Financial Future

Work with experienced advisors who understand your goals, your challenges, and how to build wealth on your terms.

A Perspective That Feels Different.

When it comes to wealth management, trust is everything – especially for women navigating complex financial decisions as individuals, partners, or heads of household. Whether you’re managing family wealth, building your own, or planning for a life transition, working with an advisor who truly understands your goals, concerns, and lived experience can make all the difference.

We’re proud to offer the expertise of skilled female financial advisors who bring technical knowledge, empathy, discretion, and a deeply personal approach to planning.

Personalized Financial Planning for You and the People You Care About

Many of our clients, particularly high-net-worth women and couples, seek a planning experience that feels more personal, more collaborative, and less transactional. Female advisors often bring a different perspective to wealth conversations: one that prioritizes understanding, long-term relationships, and alignment with life beyond the numbers.

Whether you’re navigating a career milestone, a divorce, death of a spouse or partner, an inheritance, or your family’s financial future, our female advisors provide a safe, respectful space to ask questions, explore options, and make empowered decisions—without pressure or judgement.

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

Financial Services

Tax Planning

Proactive strategies to help you mitigate your tax burden and keep more of what you earn.

Estate Planning

Structure your legacy with care, seeking to protect your assets and pass them on according to your wishes.

Investment Guidance

Thoughtful, tailored portfolios designed to seek long term growth and wealth preservation.

Wealth Management

Holistic planning that aligns your investments,
goals, and values.

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.

Your Goals, Your Plan, Your Legacy

Is your goal to retire early? Leave a legacy for your children? Gift generously to charity? Sell your business? Protect your lifestyle while planning for the unexpected?

Whatever your vision, we’ll help you get there – with a strategy that evolves as you do.

Let’s Start With a Conversation

Your financial world is layered. We make it manageable—with consistent advice and trusted guidance through it all.

Let’s talk about what matters most to you – 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.