A complete list of active advisors currently associated with New England Private Wealth Advisors, LLC

Warmer can help you find a great advisor at New England Private Wealth Advisors, LLC or one who fits your needs even better.

New England Private Wealth Advisors (NEPWA) is a fee‑based investment adviser that serves individuals (including high‑net‑worth clients), trusts, estates, charitable organizations, corporate entities and retirement plans, managing approximately $5.09 billion across several hundred client relationships. Its services include ongoing wealth management and financial planning, portfolio management using mutual funds, ETFs and separately managed accounts, limited retirement‑plan advisory, and certain legacy income‑tax preparation services for longstanding clients. The firm builds broadly diversified portfolios with an emphasis on low‑cost mutual fund share classes and ETFs, supplements discretionary management with third‑party separate account managers when appropriate, and generally consults with clients before implementing changes. NEPWA also offers three Diversified Income separately managed account model strategies that invest exclusively in ETFs—including options‑based or covered‑call “derivative income” ETFs—and are positioned to target elevated annualized income yields (the brochure cites targets in the roughly 8–12% range); clients who select these models are expected to choose the model that fits their circumstances and do not receive comprehensive financial planning as part of the model service. Notable distinctions in the firm’s disclosure include its March 2025 acquisition by Aspen Standard Group (an Alpine Investors‑affiliated holding company) and the resulting affiliation with other registered advisers, which the firm identifies as a potential source of conflicts of interest. The brochure also highlights several operational practices that differ from many peers — continued legacy tax‑preparation work for some clients, block trading and aggregated executions for its model strategies (while custom wealth‑management accounts are generally traded individually), and a policy of not accepting proxy‑voting authority.

To learn more about the advisors currently working at New England Private Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.