Empowering Your Financial Future through Collaboration & Education
Personalized high- and ultra-high-net-worth financial solutions with transparency and integrity
At NEPWA, relationships come first.
At New England Private Wealth Advisors, LLC (NEPWA), we pride ourselves on the meaningful relationships we build with our clients and within our team. As an SEC registered investment advisor based in Wellesley, MA and serving the greater Boston region, helping clients reach their goals is what we do, but the deep, lasting connections we form is what makes us special.
NEPWA provides supportive guidance through changing market cycles, complex financial decisions, and personal milestones. Through accomplishments and challenges, we aspire to be partners in all aspects of our clients’ financial lives and beyond.
NEPWA’s Mission
NEPWA provides highly customized and integrated investment advisory/wealth planning services, while striving to deliver exceptional client care. Our fiduciary responsibility is to continually educate, provide clarity and transparency, and always act with the utmost integrity. We are proud to earn our clients’ trust and friendship through objectivity, dedication and competence.
A Legacy of Trust & Expertise
NEPWA at a Glance
Rooted in the Boston area, NEPWA has served high-net-worth individuals, families and institutions since 2005, now managing over $3 billion in assets* with a fee-only, fiduciary approach that focuses on transparency, objectivity, and education.
*as of 3/31/2025
Team-Based
Client Approach
NEPWA’s collaborative approach leverages our dedicated team’s broad-based expertise to deliver personalized financial planning and wealth management solutions.
Customized
Portfolio Management
We offer open-architecture investment solutions, tailoring portfolios to align with your financial objectives and risk preferences.
Trusted
Independent Custodians
Partnering with trusted custodians like Schwab and Fidelity helps provide security, transparency, and flexibility in asset management.
Transparent
Fee Structure
No commissions, no hidden fees, just a straightforward, fiduciary approach that prioritizes your financial success.
Diversified
Investment Strategies
We think strategically across all asset classes, utilizing active, passive, and alternative strategies to create well-diversified, tax-conscious portfolios consistent with our goals-based planning philosophy.
Comprehensive
Wealth Management
From income tax and estate planning to retirement, insurance, and executive compensation strategies, our holistic approach helps cultivate peace of mind at all stages of life.
NEPWA Services for Institutional Clients
NEWPA has extensive experience servicing the needs of a variety of institutional organizations. We have a full range of capabilities to assist institutions in the development, implementation, management, and ongoing oversight of a diversified investment strategy.
About Our Advisors
NEPWA brings deep-rooted experience, transparency, and perspective to clients in the Greater Boston area. When working with our team, clients benefit from personalized insight that reflects their unique financial situation.
Wealth Management
Our financial planners collaborate closely with individuals and families to develop customized wealth strategies that grow and adapt with their lives. Through disciplined and thoughtful planning, we’re here to support your long-term success.
Estate Planning
We help you preserve and transfer wealth with clarity, compassion, and care. Working alongside your legal and tax professionals, our team crafts estate strategies that honor your legacy and reflect your values.
Investment Management
We offer comprehensive investment advisory services based on your unique risk tolerance, goals, and time horizon. We work to ensure your portfolio is tailored to support your broader financial objectives with clarity and confidence.
Retirement Planning
Whether retirement is years away or right around the corner, we can help you create a reliable income strategy tailored to your lifestyle and longevity. Our retirement planners focus on ensuring peace of mind at every stage.
Tax Strategy
We incorporate tax-conscious strategies into your financial plan—helping you mitigate exposure, optimize investment decisions, and plan with greater after-tax clarity. We work alongside your other professional advisors to bring clarity and coordination to the planning process.
Let’s connect and start building your future together.
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.
Investors should understand that alternative investments, such as hedge funds, private equity funds and other private investment vehicles, such as those investments available to Qualified Purchasers, as that term is defined in the Investment Company Act of 1940, as amended, involve certain additional degrees of risk, less liquidity (including lock-up periods and other liquidity restrictions), higher fees (including performance fees), and lack transparency as to share price, valuation and portfolio holdings, less regulation when compared traditional investments. Carefully review any potential alternative or private investment with your financial advisor to determine the appropriateness of such investment allocation in your portfolio proportionate with your risk tolerance and goals.
NEPWA is neither a Certified Public Accounting firm nor a law firm and does not provide tax or legal advice, respectively, 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