Ira Rapaport CFP®, CIMA®, AIF®, CPA/PFS, CEO and Managing Member New England Private Wealth Advisors LLC

New England Private Wealth Advisors LLC (NEPWA) is an SEC-registered, fee-only investment advisory firm. Our consultative team approach is designed to assist high net worth families and institutions in making financial decisions consistent with their goals and values. We provide a full range of services for the development, implementation, management and ongoing oversight of a comprehensive wealth strategy. We think strategically across all asset classes, utilizing both traditional and alternative investments in designing highly customized portfolios. NEPWA has been recognized in several industry publications and has been featured on a nationally televised program.

At a Glance

  • 36 Washington Street, Suite 280
    Wellesley, MA 02481

  • Minimum Net Worth Requirement

    $2 million

  • Compensation Method

    Asset-based and fixed fees

  • Primary Custodian for Investor Assets

    Charles Schwab, Fidelity Investments

  • Assets Under Management $1.5 billion (approximately, as of 12/31/16)
  • Minimum Fee for Service None
  • Professional Services Provided
    • Planning
    • investment advisory and comprehensive wealth management services

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