Financial Advisor Serving Springfield, MA
Holistic Wealth Management
Turning financial complexity into clear direction.
At New England Private Wealth Advisors, LLC (NEPWA), we help individuals and families in the Springfield area make informed, confident financial decisions. Through education, thoughtful planning, and meaningful conversations, we take the time to understand what matters to you throughout every area of your financial life.
Our approach is grounded in clarity and trust. We work with clients to ensure their investments are managed thoughtfully, their tax exposures are proactively reviewed and planned for, and their retirement and estate strategies are consistent with their long-term goals.
For those seeking a lasting advisory relationship, we are here to serve as your guide, your advocate, and your trusted partner—committed to helping you build enduring financial confidence.
Your Long-Term Financial Ally
Financial plans should reflect your goals, risk profile, and stage of life. We work with individuals, business owners, and families across industries to build tailored solutions which support both growth and security.
Our team of accomplished financial planners and advisory professionals takes the time to understand the full picture of your financial life.
That includes:
Personalized Wealth Management, Designed Around You
True wealth management connects investment, estate, tax, and insurance decisions to create a single coordinated strategy. Our team provides ongoing support, regular reviews, and access to experienced professionals dedicated to helping you navigate market shifts and life changes.
By understanding your full financial picture, we can help you:
Whether you’re still accumulating wealth or actively drawing from savings, we tailor every strategy to your unique circumstances.
Integrated Tax Strategy & Planning
Effective tax planning is a cornerstone of comprehensive wealth management, especially for high earners and families with multigenerational wealth. At NEPWA, we incorporate proactive tax planning into your broader financial strategy to help you keep more of what you earn.
We believe smart tax decisions are best made in context—not in isolation. That’s why we collaborate closely with your CPA or tax professionals to ensure your investment, estate, and retirement strategies are fully aligned and optimized for your financial goals. Whether you’re arranging a liquidity event, managing complex compensation, or preparing for wealth transfer, our goal is to help you and your families retain more of what you’ve built.
Our advisors support Springfield clients with:
- Tax-aware portfolio construction
- Strategic income and capital gains planning
- Roth conversion and tax deferral strategies
- Charitable giving and philanthropic tax considerations
- Multi-year tax planning for retirement, estate, and business transitions
Tax planning is not just a year-end task. It is a year-round discipline that deserves thoughtful coordination and expertise.
Investment Advice & Risk Management
At NEPWA, each investment plan is designed with the client’s timeline, liquidity needs, and overall financial priorities in mind. Our role is to help you navigate markets with discipline, adjust with intention, and stay invested with confidence through all phases of life. Portfolios should have far greater potential with the right guidance.
When you work with us, you can expect:
- Clear, transparent reporting and periodic investment reviews
- Strategic adjustments made as markets and economic trends evolve
- Investment guidance focused on long-term growth and thoughtful risk management
Retirement Planning to Support Your Next Chapter
Retirement planning is a core part of what we do. Our advisors work with clients in Springfield to model income across multiple scenarios, optimize withdrawal strategies, and make informed decisions about Social Security, life insurance, and pensions.
We can help you:
- Understand your income potential and withdrawal strategy
- Manage tax exposure during retirement
- Include healthcare costs, longevity, and philanthropy in your long-range financial design
- Integrate insurance and succession goals into your retirement roadmap
- Prepare the next generation to receive and manage wealth confidently
From the first conversation, our goal is to help you confidently retire with security and a sense of purpose.
Find the Right Financial Advisor Near Springfield
If you’re considering your next steps and looking for a financial advisor, we invite you to start a conversation with our team. At NEPWA, our approach is collaborative and disciplined, built around the specifics of your life, not a one-size-fits-all approach.
Together, we’ll help bring structure to your finances, plan with intention, and support what matters most to you. Contact us to start a conversation.
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.