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Welcome to New England Wealth Management, LLC. We are a wealth management practice, providing trusted guidance to businesses and individuals for almost 20 years. As an independent wealth management practice, we believe in being process driven, not product driven, when determining a solution for achieving financial objectives.

For businesses, we provide a wide array of business planning services from succession planning to our company retirement plan consulting. In fact, one of our distinctions is the high level of consulting services we provide to corporate retirement plans here in New England. Just take a look at our company Retirement Plans tab.

For individuals, we believe that proper wealth management starts with a strong financial plan. We believe that investing your money without a written financial plan is like going on a road trip without a destination. That is why in your very first meeting with us we start with the basics, finding out what is important to you and helping you establish your tangible financial goals.

We appreciate your interest in New England Wealth Management and sincerely look forward to serving you.

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Making the Most of Life Insurance Tax Benefits

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The Independent Market Observer

Commentary from Commonwealth’s Chief Investment Officer

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