New England Private Wealth Advisors

New England Private Wealth Advisors is an SEC-registered investment advisor that manages wealth for high-net-worth families, physicians, attorneys, business owners and institutions. Its core work covers investment management, tax planning, retirement income planning and estate planning, coordinated so that decisions are not made in silos. The firm works alongside each client's CPA and estate attorney rather than replacing them.

NEPWA has served clients since 2005 and reports over 440 clients and more than $5 billion in assets as of year-end 2025. Both spouses are typically included in planning, and the firm helps prepare adult children to take over family finances. It is headquartered at Washington Street in Wellesley and says it serves the greater Boston area and beyond. New prospects can start by filling out a contact form on the website, and a team member follows up.