Does Your Financial Plan Work as Hard on Taxes as It Does on Investments?
Create a coordinated plan that seeks to reduce lifetime tax exposure, preserve wealth, and align each aspect of your financial life.
Taxes touch every part of your financial life. Without a plan, you could be missing opportunities to preserve wealth. At New England Private Wealth Advisors, LLC, we integrate tax-aware strategies into your broader financial plan to help you make informed decisions and pursue more favorable long-term outcomes.
We work closely with our clients’ attorneys, CPAs, and other trusted professionals to make sure your investment, estate, and tax strategies are aligned.
Strategic Planning. Smarter Outcomes.
Taxes aren’t just an April 15th issue, they influence how you invest, give, and transfer wealth. Our Boston-based advisors take a long-term, coordinated approach, incorporate strategies such as:
Investment-Integrated Tax Planning
- Timing capital gains and charitable contributions
- Coordinating portfolio strategy with tax considerations
- Managing asset location across taxable and tax-deferred accounts
Income & Distribution Strategies
- RMD withholding and timing
- Deferred compensation and annuity payouts
- Qualified charitable distributions (QCDs) from IRAs
Estate & Legacy Planning
- Gifting appreciated stock or cash
- Trust distribution coordination
- Multi-state residency tax analysis
By integrating tax strategy with your overall financial plan, we help to bring clarity and improve long-term outcomes.
Tax Conscious Planning for Individuals, Families, and Businesses
Our clients range from executives with concentrated stock to families with multigenerational wealth and owners of small businesses. We support clients across diverse industries, backgrounds, and structures—always with the goal of offering clarity, responsiveness, and value.
We review:
- Income timing strategies to manage tax impact of bonuses or other windfall liquidity events
- Capital gain and loss harvesting
- Asset location strategies within taxable and tax-deferred accounts
- Implications of gifting and estate exclusions
- Coordination with charitable giving goals
Boston-Based Tax Professionals With National Reach
While we’re based in Greater Boston, our team supports clients nationwide through in-person and virtual meetings. We work closely with your attorneys and CPAs—wherever they’re located—to ensure your tax and financial strategies remain aligned.
Start With a Consultation
A better approach to taxes starts with a conversation. In your consultation, we’ll review your current plan, discuss your goals, and explore ways to integrate tax-aware strategies into your broader financial picture.
Together, we can help you build a more thoughtful approach to taxes.
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.