New England Private Wealth Advisors, LLC
New England Private Wealth Advisors, LLC is committed to establishing long-lasting relationships with our clients, both high-net-worth families and institutions. We are an independent, SEC-registered, fee-only investment advisory firm providing unbiased, objective advice. We think strategically across all asset classes, utilizing both active and passive managers, mutual funds and ETFs. Our client’s assets are held at nationally recognized firms such as Charles Schwab and Fidelity Investments. As a fiduciary, our responsibility is to always act in our clients’ best interests.
We take great pride in getting to know each of our clients on a personal level, developing a strong understanding of their often complex circumstances. Applying that deep understanding, along with our investment and wealth management experience, allows us to create a customized wealth plan. We focus on key planning areas, such as income tax, estate, college, retirement, insurance, philanthropic giving and executive compensation, and may include net worth statements, cash flow reports and retirement projections, among other things.
We work closely with our clients through the development, implementation, management and ongoing oversight of their wealth strategy. Our clients benefit from access to innovative technology and the convenience of consolidated reporting. We are pleased to collaborate with our clients’ other trusted advisors, streamlining the flow of information and coordinating efforts to deliver an exceptional client experience. Our consultive team approach is designed to educate our clients, empowering them to make sound financial decisions consistent with their core goals and values.
We place a strong emphasis on ethics and are proud to earn our clients’ trust and friendship though transparency, objectivity, pro-active communication and competence.