Retirement Planning and Wealth Management Services in Greater New England
At New England Private Wealth Advisors, LLC, we help clients in New England and across the country build retirement strategies rooted in clarity, independence, and smart decision-making. We work with clients facing important financial decisions, often encompassing multiple priorities. Our role is to bring clarity and structure, helping align your financial strategy with the life you’ve built and the future you want to shape.
Experienced Wealth Advisors for Clients in Boston, Wellesley, and Across New England
As independent advisors, we focus on retirement income strategies, thoughtful investment management, and long-term planning that supports your broader financial goals. We work with individuals and families to build comprehensive retirement plans grounded in your lifestyle goals, risk tolerance, and values. Our clients rely on us for clear, unbiased financial advice that connects every part of their financial picture—from estate plans and tax planning to portfolio design and cash flow.
You deserve an advisor who listens, plans with intention, and understands the complexity of your life. That’s what we deliver.
Retirement Planning for What Comes Next
- Long-term investment strategy design and portfolio management
- Detailed retirement income forecasting
- Social Security timing and optimization
- IRMAA bracket analysis and Medicare planning strategies
- Required Minimum Distribution (RMD) planning
- Coordinated asset location and withdrawal strategy
- Tax planning with a focus on minimization
- Estate plan coordination
- Insurance and risk management guidance
- Long-term care discussions
- Philanthropic planning and charitable giving
- Family gifting and wealth transfers
- Purchase and sale of personal and investment real estate
- Impact of retiring earlier or later than planned retirement date
- College planning
Private Wealth Planning,
Built Around You
We are a Boston-based fee-only financial advisor, which means no commissions, no product sales, and no incentives to recommend anything that doesn’t align with your goals. As fiduciaries, we act only in your best interest.
We believe clients deserve transparency, accountability, and attention to detail at every step. From our first conversation to every subsequent review, we work to earn your trust through discipline, clarity, and results.
Retirement With Intention
Everyone’s financial life carries its own priorities—effective planning should reflect that. We personalize every recommendation based on your lifestyle, asset base, family structure, business interests, and long-term goals. Our planning strategies go beyond simple projections; we evaluate plans under different market scenarios, tax law shifts, and spending assumptions.
Our Boston wealth managers help clients:
- Transition from the accumulation phase to the distribution phase with confidence
- Proactively identify opportunities to benefit from new tax law changes
- Analyze the trade-offs between Roth conversions and deferrals
- Maximize after-tax income across multiple retirement accounts
- Coordinate with attorneys and CPAs to ensure legal, tax, and financial alignment
- Revisit your plan regularly to adapt as your life and markets evolve
Serving Clients in New England & Beyond
While we are based in the greater Boston area, we serve clients across the U.S. We also provide guidance to corporations and nonprofits on retirement program design.
We work with:
Clarity for the Next Financial Chapter
Clients with significant wealth often face overlapping decisions around tax, estate structure, and investment strategy. We help bring order to that complexity, offering clear, coordinated guidance that connects each part of your financial life. Whether you’re trying to balance liquidity with long-term growth or need help managing risk across private assets and retirement accounts, we will create a plan tailored to your situation.
Let’s Talk About Your Financial Wellness
It’s never too early or too late to make informed choices about retirement. Whether you’re ten years out or already transitioning, our team offers the insight and structure to help you move forward with purpose.
Our services are thoughtfully tailored for individuals and families with approximately $2 million or more in investable assets.
We offer in-person and remote consultations. Let’s talk about how our personalized financial approach can help you plan, invest, and live with greater peace of mind.
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, a law firm or an insurance agent and does not provide tax or legal advice or offer insurance products, respectively, to clients; such services are provided through select third parties unaffiliated with NEPWA. Please contact a tax, legal or insurance 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.