Fiduciary | Integrated | Objective
Flexible | Personalized | Transparent
Our Mission
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.
NEPWA At A Glance
SEC Registered Investment Advisor
Fee-Only
Utilizes a fiduciary approach
Founded January 2005
18 Team Members
Assets Under Management of approximately $2.6 Billion (as of 12/31/23)
Serving high net worth relationships and institutions throughout the country
Our Approach
Open architecture and customized portfolios
Independent Custodians include Charles Schwab, Fidelity, TIAA-CREF and Vanguard
No commissions or hidden fees
Utilize active and passive investments in addition to alternative strategies
Team based client approach
Broad based planning services include income tax, estate, college, retirement, insurance, and executive compensation
Commitment to Technology
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.
Latest News
Other Articles of Interest
Additional Resources
Tax Calendar Tax Links Financial Calculators
View Our Client Relationship Summary
