New England Wealth Advisors (NEWA) offers investment and financial advisory services to individuals, business owners and non-profit organizations through our affiliation with Securities America, Inc. and Securities America Advisors, Inc. Our representatives have decades of experience and consistently participate in continuing education forums that update them on changing rules and regulations and inform them of the newest investment vehicles available.

At NEWA we have courteous, competent service staff waiting to receive your call. As a client, you are assigned a Personal Service Representative (PSR). Your PSR will be able to address any requests you have. However, you will always speak with your financial representative regarding investment questions and concerns. While we cannot control the financial markets, we can control the quality of service we provide our clients.

NEWA presents Educational Workshops, e-mails a Quarterly Newsletter and a Weekly Market Commentary that provides a brief synopsis of current financial events and their impact. Clients of NEWA receive a series of Wealth Management Documents that track progress to their stated goals. Our clients receive Asset Allocation Reviews, Retirement Income Planning as well as Estate and Tax Strategy planning. Our commitment to state of the art technology allows our clients on-line access to all their investment account information. Lastly, our clients have the satisfaction of knowing they’ve chosen a company that is active in the community and who sponsors various charitable events and fundraisers throughout New Hampshire, Massachusetts and Maine.

The specific products and services offered through NEWA are numerous. Please refer to the following list and contact us for further details.

PRODUCTS AND SERVICES PROFILE

INDIVIDUAL

Comprehensive Financial Planning

Fee Based Asset Management

Mutual Funds, Stock-Bond Brokerage, Money Markets, Certificates of Deposit

Retirement Planning, (IRAs, SEPs, Pensions, Fixed and Variable Annuities)

Educational Funding Strategies

Income Tax Strategies/Shelters

Estate Planning

Long Term Health Care Planning

Life, Health and Disability Insurance

Second Opinion Tax Service

Investment Account Aggregation Services

Portfolio Performance Reporting

SMALL BUSINESS, CORPORATE AND ASSOCIATIONS

Qualified Retirement Plans (401(k), 403(b), 457)

Salary Deferral Savings and Investment Programs

Cash Management Services

Key Employee Benefit and Retention Programs

Investment Management Services