Trusted Financial Advisors Serving Framingham, MA
Integrated Wealth Management
At New England Private Wealth Advisors, LLC (NEPWA), we provide comprehensive financial planning and investment management for clients in Framingham and across New England. Our process combines personalized guidance with detailed planning to bring clarity, organization, and long-term perspective to your financial life. From managing complex assets to preparing for the next generation, we take the time to understand what matters most to you and build a strategy to support it.
Financial Planning for All of Life’s Chapters
The decisions you make today shape your financial future. That’s why our process begins with a clear understanding of your priorities, obligations, and what financial success means to you and your family. From there, we develop a plan, working closely with your CPAs and attorneys to support both your near-term needs and long-term goals.
We offer thoughtful guidance across areas including:
Every plan we create is shaped by the complexity of your financial life and personal priorities, not based on templates or assumptions. Our goal is to create a durable framework that promotes growth, manages risk, and provides structure through changing markets and evolving life stages.
Independent Advice. Stronger Investments.
As a registered investment adviser, NEPWA offers independent, research-backed investment advice that focuses on your goals, and your goals only. We help Framingham clients construct portfolios with a clear objective and thoughtful risk management.
Our portfolio management approach prioritizes:
Our investment philosophy is grounded in diversification and consistency. We actively monitor market trends and economic shifts to keep your strategy aligned and effective. Above all, we build around your priorities—adapting with intention as your life and the markets evolve.
Clarity in Planning. Confidence in Retirement
A well-designed retirement is not defined by age but by intention. For some, it is a gradual transition. For others, it is a gateway to new experiences. Whatever your trajectory, our team can coordinate retirement strategies that reflect your income requirements, healthcare costs, and broader financial objectives.
For Framingham retirees or those preparing to transition, we guide:
- Social Security timing and pension strategy
- Withdrawal strategies to support consistent income
- Managing market risk in later years
- Connecting with long-term care coverage providers
- Roth conversion analysis
- Cash flow planning
Our goal is to deliver a framework that protects your lifestyle and evolves with you, so you can enter retirement with clarity, continuity, and confidence.
Bringing Tax Strategy
Into Focus
Impactful financial planning considers the complete picture, not just isolated parts. That’s why we collaborate with client’s legal, tax, and insurance professionals to ensure each aspect of their financial life is working in harmony.
- Reviewing and coordinating estate documents and strategies
- Designing forward-looking, tax-efficient strategies
- Assessing insurance coverage for life, liability, and long-term care
- Structuring philanthropic and legacy intentions
- Evaluating risk exposure and identifying coverage gaps
This level of integration should help reduce inefficiencies, protect against unforeseen risks, and ensure that your plan of action supports your long term goals.
Why Choose NEPWA?
As a fiduciary, NEPWA is committed to putting your interests first. We do not earn commissions or sell proprietary investment products. Our compensation is transparent, and our focus is entirely on delivering objective, actionable guidance.
Our clients appreciate:
- A long-term relationship based on transparency and trust
- A personalized financial plan that evolves as they do
- Help navigating investment risk and opportunity
- Structure around their retirement and estate planning goals
Get in Touch With NEPWA
You’ve worked hard to build your success. Now it’s time to ensure your financial strategy is positioned to sustain it and support what comes next. If you’re seeking thoughtful, experienced wealth management near Framingham, NEPWA offers financial planning and investment guidance focused on clarity, trust, and long-term outcomes.
We begin with a conversation. Our complimentary consultation allows us to understand your financial picture and explore how we can support your priorities.
We’re here to help you build a path toward greater financial security, resilience, and opportunity.
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.