Turn a Demanding Legal Career Into a Strong Financial Foundation

We help attorneys manage tax liability, build lasting financial strength, and plan for a future that aligns with their goals.

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You Advocate for Others. Let Us Advocate for Your Financial Life.

Whether you’re climbing the partner track, working as in-house counsel, or running a private practice, your financial world is undeniably complex. Long hours, high income, student loans, and shifting compensation structures can make it hard to prioritize planning. And when you do seek guidance, it’s often too generic—or simply not built for someone in your position.

At New England Private Wealth Advisors, LLC (NEPWA), we offer strategic, integrated financial planning built around the realities of a legal career. We help attorneys navigate complex financial decisions, mitigate taxes, and move forward with confidence, no matter where they are in their journey. When it comes to your finances, we’re here to educate, guide, and support—always with objectivity, and always with your best interests at heart.

What We Help Lawyers Do Best

We help attorneys take control of their finances with informed, proactive planning that works around demanding careers and complex compensation.

Reduce tax liability with personalized, forward-looking strategies

Tackle student loans while building long-term wealth

Plan for partnership buy-ins, K-1 income, and evolving compensation

Create retirement savings strategies tailored to career stage and cash flow

Build investment portfolios that balance risk and reward

Align estate and legacy planning with long-term family goals

Coordinate with multiple generations of family members

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Why Attorneys Trust NEPWA

The Financial Realities Lawyers Face

You’ve built a career on expertise. Your finances deserve the same.

A Delayed Start to Wealth Building

After years of school and testing, your financial momentum starts late, and student loans can feel like they’re slowing you down.

We help attorneys accelerate wealth-building while managing debt strategically and sustainably.

High Income Comes with High Taxes

As your income rises, so does your tax burden. Few advisors offer more than surface-level solutions.

We implement tax strategies across salary, bonuses, distributions, and investments to help you keep more of what you earn.

Complex Compensation, Little Time to Manage It

K-1s, bonuses, irregular cash flow—it’s a lot to handle, especially with a demanding schedule.

We bring order and structure to the financial chaos, so you can focus on practicing law, not managing spreadsheets.

You Protect Your Clients, Let Us Protect Your Wealth

You’ve worked hard to get where you are and deserve to reap the benefits. But, lifestyle inflation can delay goals like saving, buying a home, or retiring on your terms.

We help prioritize what matters most and build a plan that supports both your present and your future.

The Partnership Path Requires a Strategy

As a partner, you lose W-2 simplicity and gain K-1 complexity—estimated taxes, pass-through income, and a need for precise planning.

We help prepare for buy-ins, understand compensation shifts, and plan for long-term success.

The NEPWA Difference

Your career is anything but one-size-fits-all, and your financial guidance shouldn’t be, either.

We believe the most effective financial strategies come from truly understanding the person behind the profession. That’s why we take the time to build real relationships with people, not just their assets.

We ask questions, listen carefully, and tailor every recommendation to your goals, values, and vision for the future. Your story matters to us, and we’re excited to learn more about it.

Have Questions? We Have Answers.

We help clients navigate questions like:

How can I reduce taxes on my salary, bonuses, or K-1 income?

Am I on track to retire when and how I want to?

Does it make more financial sense for me to buy into the partnership or go in-house?

What’s the best way to pay down student loans while investing?

No matter your role—associate, partner, solo attorney, or general counsel—we can provide straightforward, transparent advice so you can move forward with confidence.

You Advise Others Every Day. Now It’s Your Turn.

Let’s build a financial strategy that’s as thoughtful and structured as your legal work.

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.