Financial Advisor Near
Worcester, MA
Wealth Management & Financial Planning
Impactful financial guidance should be personal, intentional, and build something that will endure for multiple generations.
At New England Private Wealth Advisors, LLC, we provide thoughtful, transparent financial planning, investment advice, and long-term strategic wealth management services to clients in Worcester and the surrounding areas. Our focus is on what matters most: clear advice, personal connection, and strategies built to support your financial life over time.
If you’re looking for a fiduciary financial advisor near Worcester, NEPWA can guide you with clarity, care, and expertise.
Financial Advisors Who See Your Full Picture
Everyone’s financial situation is unique–shaped by personal goals, responsibilities, income, assets, and values. That’s why we don’t rely on templates or off-the-shelf advice.
Our team takes the time to understand your full financial picture through meaningful conversations and thoughtful planning. What sets us apart is the deep, trust-based relationships we build. Many clients tell us that, outside of their family, we are their most important relationship.
Trust is at the core of our work. Placing clients first is not simply part of our process, it is our fiduciary duty and a foundational principle that guides everything we do.
Our team offers:
Our advice is independent and objective. We take a holistic approach to wealth planning, ensuring every element of your financial picture is thoughtfully aligned.
Investment Management Services
Our investment process is disciplined, tax-sensitive, and built to support each client’s unique financial plan. We help individuals and families in Worcester and beyond manage diversified portfolios tailored to their objectives.
This includes structuring asset allocation strategies that reflect your risk profile, selecting investments with tax efficiency in mind, and conducting regular reviews to continually align your plan to your goals. We focus on building a portfolio that aligns with your long-term goals, using a thoughtful approach to where and how your money is invested.
Worcester Retirement Planning and Estate Guidance
Effective retirement planning goes beyond growing your portfolio. It involves creating sustainable income, protecting your financial security, and maintaining flexibility as life evolves. We work with clients to develop personalized retirement strategies through detailed cash flow modeling, tax-efficient withdrawal planning, and retirement projection analysis to ensure you’re well prepared for the next chapter.
Our process includes identifying income sources, optimizing the timing of Social Security and pension benefits, and collaborating with estate and financial planning professionals to maintain alignment across your full picture.
Contact Our Team Today
If you’re ready to take the next step, we invite you to connect with our team. At NEPWA, our experienced advisors take the time to listen before helping build a plan that fits your life.
We serve individuals, families, and institutions seeking clarity, structure, and objective financial guidance. Whether you’re building wealth, planning a transition, or evaluating your current asset management approach, we’re here to help.
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.