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. As an independent firm, we are proud to earn our clients’ trust and friendship through objectivity, dedication and competence.
SEC Registered Investment Advisor
Utilizes a fiduciary approach
Founded January 2005
19 Team Members
Professional Certifications Include CFP®, CIMA®, CFA®, AIF®, CPA/PFS, ChFC®
Assets Under Management of approximately $1.5 Billion
Serving high net worth relationships and institutions throughout the country
NEPWA is dedicated to offering transparency, in-depth analysis and aggregated reporting through leading-edge technology. We partner with innovative providers who share our commitment to exceptional client service and information security. Through these relationships, we are able to utilize industry-leading tools for financial, tax and retirement planning, investment analysis and portfolio reporting. Our clients have the ability to access an updated, detailed, holistic view of their wealth, anytime, from anywhere with an internet connection.