Financial Advisor Serving Boston, MA | New England Private Wealth Advisors
Personalized Financial Advising for High-Net-Worth Families
You have spent years building your wealth. Now that your financial life is more complex, every decision carries more weight. The right tax strategy can preserve more of what you’ve built. The right estate plan can protect it for generations. The right investment approach can support your life today and the people you care about tomorrow. And every element should align seamlessly.
New England Private Wealth Advisors, LLC (NEPWA) can help you navigate these issues, bringing coordination and clarity to every dimension of your financial life. Headquartered in Wellesley and serving the greater Boston area and beyond, NEPWA has partnered with high-net-worth individuals, families, and institutions since 2005, now managing over $5 billion in assets.* Our team takes a fiduciary approach rooted in transparency, objectivity, and education, so that no decision is made in isolation.
*as of 12/31/2025
There Is Too Much at Stake for Fragmented Advice
As wealth grows, so does complexity. Fragmented advice, where tax decisions, estate plans, and investment strategy are disconnected, creates a burden that’s increasingly difficult to manage. When these pieces operate in silos, the consequences are often irreversible, and the responsibility falls on you.
NEPWA’s approach specifically addresses this problem. We proactively coordinate with your CPA, estate attorney, and other trusted professionals to align recommendations. When the stakes involve your spouse, your children, and your legacy, coordination matters more than any single recommendation.
At NEPWA, relationships come first. We believe meaningful wealth management begins with trust, not transactions.
What Makes NEPWA Different
Your Coordinated Wealth Team
You no longer need to reconcile conflicting advice or serve as the middleman between professionals. NEPWA takes an active role in bringing your entire financial picture together, proactively collaborating with your existing advisors so that decisions reflect your complete financial picture.
Embedded Tax Expertise
Tax strategy is not a side conversation at NEPWA. Our team incorporates tax-aware planning into every investment, distribution, and estate decision. We work alongside your CPA to help identify opportunities, reduce exposure, and improve after-tax outcomes. Most tax mistakes cannot be undone, which is why we emphasize careful and collaborative planning upfront.
A Team That Grows With Your Family
Our clients have relationships with several team members, not just one advisor. This ensures continuity and an informed perspective at every stage. We engage both spouses in the planning process and help prepare the next generation, so transitions happen smoothly and responsibilities are understood.
Transparent, Fiduciary Commitment
No commissions. No hidden fees. As an SEC-registered investment advisor, NEPWA operates with a straightforward fee structure that prioritizes transparency and alignment of goals. Partnering with trusted independent custodians such as Schwab and Fidelity provides security, transparency, and flexibility in how your assets are held and managed.
Comprehensive Wealth Management Services
NEPWA provides a full suite of financial services designed for high-net-worth Boston families ready to delegate complexity and keep their wealth moving forward.
Wealth Management
Every decision connects to the bigger picture. Our team works closely with you to build a coordinated wealth strategy that reflects where you are today and where you want to be, adapting as your life evolves.
Estate Planning
We coordinate with your attorney to help create financially sound estate strategies that protect your family, aim to minimize tax exposure, and reflect your values across generations. Our team of advisors can provide continuity and support for your loved ones even after your plans have been executed.
Investment Management
We offer open-architecture investment solutions, with customized portfolio management that aligns with your financial objectives and risk preferences. Every investment recommendation is tailored to you.
Retirement Planning
The transition from building wealth to drawing on it is one of the most consequential financial shifts you will face. Our certified financial planners help you develop a sustainable retirement strategy designed for your lifestyle, your longevity, and the people who depend on you.
Tax Strategy
Tax decisions are often irreversible, which is why we incorporate tax-conscious planning into every recommendation. Working in coordination with your CPA, we help identify potential opportunities that may reduce exposure.
High-Net-Worth Financial Planning
For those with substantial wealth, financial decisions become highly nuanced. Investments, taxes, estate considerations, cash flow, and liquidity are deeply interconnected. NEPWA provides comprehensive guidance for those who require discretion, perspective, and seasoned experience. Our high-net-worth wealth management approach delivers structure and coordination to complex portfolios and multigenerational planning.
Proudly Serving the Boston Area
Our team works with clients throughout the greater Boston area, including Brookline, Newton, and Needham, as well as families across New England and nationwide through in-person and virtual consultations. Our advisors are well-versed in the implications of living in a high-tax state like Massachusetts, including the complexities that come with owning multiple homes across the Northeast.
NEPWA at a Glance
- Founded: 2005
- Assets Under Management: Over $5 billion*
- Headquarters: Wellesley, Massachusetts
- Approach: Fiduciary, fee-based, independent
- Custodians: Schwab and Fidelity
- Minimum: Approximately $2 million in investable assets
*as of 12/31/2025
Connect With a Boston Financial Advisor
We would 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.
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 would 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.