New England Wealth Management, LLC - Home

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.

Five Star Landscape




Five Star Wealth Manager: Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 2,467 Boston wealth managers were considered for the award; 622 (25 percent of candidates) were named 2017 Five Star Wealth Managers. These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit

FT 401:To compile this list, the Financial Times evaluated nominees on seven broad factors and calculated a numeric score for each advisor. The areas of consideration were assets under management (AUM) in defined contribution (DC) plans, degree of specialization in DC plan advising, growth in DC plan AUM, average participation rate in advised DC plans, years of experience as a DC plan advisor, industry certifications, and compliance record. Approximately 540 qualified applications were received; 401 advisors were selected, representing 74.3 percent of applicants. Not indicative of advisor's future performance. Your experience may vary. For the full methodology, please visit