Welcome to New England Wealth Management!

As an independent wealth management practice,
we believe in being process driven, not product driven,
when determining a solution for achieving financial objectives.

Welcome to New England Wealth Management, LLC. We are a wealth management practice, providing trusted guidance to businesses and individuals for almost twenty 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.


 

 



Featured Content: Latest Article and Market Commentaries

Year-End Financial Planning Start 2015 on the right foot with these year-end planning tips.

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Last Updated: 12/15/14


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This communication strictly intended for individuals residing in the states of CA, CO, CT, FL, IL, MA, ME, MI, MN, NH, NJ, NM, NY, RI, SC, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services.
Investments are not FDIC- or NCUA-insured, are not guaranteed by a bank/financial institution, and are subject to risks,
including possible loss of the principal invested.
Securities and advisory services offered through Commonwealth Financial Network®.
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