Chynna CAS's Contact Details

Chynna CAS's Company Details

New England Private Wealth Advisors, LLC

Wellesley, Massachusetts, United States • 11 - 50 Employees
Financial Services

New England Private Wealth Advisors, LLC is a fee-only, registered investment advisory firm with over $2 billion in Assets Under Management (as of 12/31/2020). We provide holistic wealth management services for a growing group of individuals, families and organizations with investible assets greater than $2 million. We pride ourselves on having the technological capabilities of a large firm while maintaining the collaborative team approach of a small organization. Our team is dedicated to assisting clients in making financial decisions that will help them achieve a better tomorrow. We provide a full range of services for the development, implementation, management and ongoing oversight of a coordinated master financial plan. We recognize and understand the numerous challenges impacting our clients' assets, including the importance of taxes and inflation, income needs, generational planning, philanthropic interests and trust structures. We think strategically across all asset classes, utilizing active and passive mutual funds and ETFs in designing highly customized portfolios. We custody client assets with nationally recognized firms such as Charles Schwab and Fidelity. We are committed to establishing a lasting partnership with our clients and place a strong emphasis on ethics and values, which are the keys to our success.