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

36 Washington Street, Suite 280
Wellesley, MA 02481 781.416.1700

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

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

back to top