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Who We Are


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Who We Are


Our seasoned advisors believe passionately in the virtues and advantages of independence.

We are New World Asset Partners – an affiliation of elite independent private wealth advisors and wealth management firms located throughout New England.

Our seasoned advisors have world-class pedigrees and broad global perspectives, yet are keenly focused on the regions and communities where we live.  We are respected pillars of our communities with deep roots in New England business circles, and are active participants and supporters of local civic, philanthropic, non-profit and charitable organizations.

We have built practices and reputations by first, last and always putting clients needs above all else.  Our clients are friends, family, neighbors, business associates, peers, family offices, foundations and members of our communities.

We value objectivity and deliver unbiased financial advice and services that support and advance the accumulation of the wealth and the financial wellbeing of our clients and their families without the pressures and inherent conflicts found at many large financial services institutions.  We believe passionately in the virtues and advantages of independence and share core values of trust, transparency, integrity, respect, independence and community awareness.

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What We Do


What We Do


Our only duty is to plan for, build and manage our clients’ personal and family wealth and financial wellbeing.

New World Asset Partners affiliates have spent decades building and nurturing relationships and earning our clients’ trust by offering unbiased concierge level advisory services tailored to their specific needs and goals.   Our only duty is to plan for, build and manage our clients’ personal and family wealth and financial wellbeing.

As seasoned wealth advisors we have seen many market cycles and countless pendulum swings.  Through it all we deliver timely, insightful, and trustworthy advice and guidance.  We value our independence and take our fiduciary duty very seriously.  We are beholden only to our clients’ interest- never to sales goals or the inherent conflicts of interest that exist at many “big brand” investment advisory and financial services firms.

Our investment process is grounded in our decades of experience and performance – and is tailored to meet the unique goals of each individual client.  Supported by leading edge tools, independent research and global investment teams, our advisors are uniquely equipped to help clients achieve their financial goals.

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Core Values


Core Values


We are passionate about serving our clients’ best interests with integrity, transparency, respect, trust and independence.

We at New World Asset Partners understand that our clients choose to work with a firm and an advisor who share a mission of service based on a solid moral and ethical foundation.   We are passionate about -and fully committed to- the guiding principals that are core to our mission; at all times serving our clients’ best interests with independence, integrity, transparency, respect and trust.  Our clients choose us because of these core values, they expect us to live by them every day, and we fervently believe they deserve nothing less.

We hold our role as trusted advisor and fiduciary above all else and every decision we make is in the best interest of our clients and their families.

 

  • Independence - We are proudly and fiercely independent.  We cherish our client relationships and have built our practices serving only our clients’ best interests.  We are unbiased and objective – and beholden to no one but our clients and their families.
  • Transparency – We believe passionately in providing transparency in all dealings with each other, clients, key stakeholders, partners, vendors and the wider community.
  • Trust – After long and successful careers working in complex organizations and on sophisticated transactions, we know that the key to success is trust between all parties.  We know trust is earned, and we pledge to earn the trust of everyone we serve.
  • Integrity – Now, more than ever before, financial professionals must act at all times with integrity to earn and keep the respect of clients, peers, colleagues, and partners.  Integrity is core to every decision we make and action we take.
  • Respect – We are committed to working diligently and tirelessly to earn the respect of every internal and external constituent.
  • Community Awareness – Being involved in the community and being a good corporate citizen is not only an important business objective –it’s a powerful competitive advantage.  At New World we strive to build our business and reputation with community involvement and a great sensitivity to- and awareness of- diversity and inclusion in our communities.
  • Philanthropy - We enthusiastically support organizations, non-profits, charities and causes in the communities where we live and work.  We believe that stronger communities benefit our organization,  our neighbors, our clients and their families.
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Philanthropy


Philanthropy


We are passionate about helping people live better.

Philanthropy and community involvement are core to our business philosophy and engrained in our corporate values. Each year, New World Asset Partners commits a portion of profits as well as time, talent and in-kind services to strengthen and enrich our local communities.  Our volunteering and giving initiatives support nonprofits, charitable foundations, social justice organizations and civic groups that make a positive impact in the communities where we live and work.

It is our mission to create wealth and security for our clients and their families.   But we also consider it our responsibility to make a positive impact in the communities where we live. Whether it’s through the grants we provide to organizations that share our mission or through the inspiring volunteer efforts of New World  associates, we are passionate about helping people live better.