New England Private Wealth Advisors, LLC Email Format
Financial ServicesMassachusetts, United States11-50 Employees
New England Private Wealth Advisors, LLC (NEPWA) is a financial services firm based in Wellesley, Massachusetts, with 11 to 50 employees. It operates as a registered investment adviser with the SEC, providing tailored financial guidance and wealth-management services to individuals and families, including legacy planning and educational-focused client education. The firm emphasizes fiduciary duty and prioritizes client relationships within a collaborative, purpose-driven culture. In December 2024, NEPWA was acquired by Aspen Standard Wealth, LLC for $2.9 billion, and it had approximately $2.9 billion in assets under management as of the end of 2024. The company maintains a website at nepwealth.com.