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Description

Description:
Since 2005, NEPWA has served high-net-worth individuals, families and institutions, managing over $2.9 billion in assets* with a fee-only, fiduciary approach that focuses on transparency, objectivity and education. NEPWA provides highly customized and integrated investment advisory/wealth planning services, while striving to deliver exceptional client care. Our fiduciary responsibility is to continually educate, provide clarity and transparency, and always act with the utmost integrity. As a SEC registered firm, we are proud to earn our clients’ trust and friendship through objectivity, dedication and competence
Hours:
9 am–5 pm Mon-Fri Sat-Sun Closed

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