MST, CPA/PFS, CFP®, CIMA®, AIF®
New England Private Wealth Advisors, LLC
MST, CPA/PFS, CFP®, CIMA®, AIF®
New England Private Wealth Advisors, LLC
As a fee-only financial advisor, my focus is to offer unbiased financial advice to help you achieve your life goals. - Ira Rapaport, MST, CPA/PFS, CFP®, CIMA®, AIF®
NEPWA provides highly customized and integrated investment advisory/wealth planning services, while striving to deliver exceptional client care.
Ira Rapaport is a Wellesley, MA fee-only financial planner. New England Private Wealth Advisors, LLC provides comprehensive wealth planning and investment advisory to help high net-worth individuals and families organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Ira Rapaport is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Ira G. Rapaport is Chief Executive Officer/Managing Member at New England Private Wealth Advisors Llc located in Wellesly, MA. He has been affiliated with New England Private Wealth Advisors Llc since December-2004. Ira is a CERTIFIED FINANCIAL PLANNER™, and a Certified Public Accountant as well as a Member of The National Association of Personal Financial Advisors (NAPFA). Additionally he has earned the designations of Personal Financial Spectialist from the AICPA, Certified Investment Management Analyst®, and Accredited Investment Fiduciary®.
Ira Rapaport is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
New England Private Wealth Advisors, LLC is committed to establishing long-lasting relationships with our clients, both high-net-worth families and institutions. We are an independent, SEC-registered, fee-only investment advisory firm providing unbiased, objective advice. We have no affiliation with any bank, broker-dealer or investment bank. We think strategically across all asset classes, utilizing both active and passive managers, mutual funds and ETFs. Our client’s assets are held at nationally recognized firms such as Charles Schwab and Fidelity Investments. As a fiduciary, our responsibility is to always act in our clients’ best interests.
We take great pride in getting to know each of our clients on a personal level, developing a strong understanding of their often complex circumstances. Applying that deep understanding, along with our investment and wealth management experience, allows us to create a customized wealth plan. We focus on key planning areas, such as income tax, estate, college, retirement, insurance, philanthropic giving and executive compensation, and may include net worth statements, cash flow reports and retirement projections, among other things.
We work closely with our clients through the development, implementation, management and ongoing oversight of their wealth strategy. Our clients benefit from access to innovative technology and the convenience of consolidated reporting. We are pleased to collaborate with our clients’ other trusted advisors, streamlining the flow of information and coordinating efforts to deliver an exceptional client experience. Our consultive team approach is designed to educate our clients, empowering them to make sound financial decisions consistent with their core goals and values.
We place a strong emphasis on ethics and are proud to earn our clients’ trust and friendship though transparency, objectivity, pro-active communication and competence.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Ira Rapaport is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Ira Rapaport is a Certified Public Accountant (Learn More)
A Certified Public Accountant (CPA) is a professional accountant who has met the education and experience requirements set by their state's Board of Accountancy and has passed the Uniform CPA Exam. CPAs are licensed to provide a wide range of accounting services, including financial statement preparation, tax planning and preparation, auditing, consulting, and other financial advisory services.
Ira Rapaport is a Personal Financial Specialist (PFS)
The Personal Financial Specialist (PFS) credential is granted solely to CPAs (Certified Public Accountants) with considerable personal financial planning education and experience. All areas of personal financial planning—including estate, retirement, investments, and insurance—have tax implications, and the PFS professional has the experience, ethics, and expertise to get the job done right.
Ira Rapaport is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Ira Rapaport is a Certified Investment Management Analyst® (CIMA®)
The CIMA designation is the premier certification for financial advisors and investment consultants and one of the only professional certifications in financial services to meet international accreditation and quality standards. CIMA advisors have completed a rigorous process and have demonstrated knowledge and competency in a variety of investment management consulting and portfolio construction topics, including advanced investment management theory and application.
Ira Rapaport is an Accredited Investment Fiduciary® (AIF)
Accredited Investment Fiduciary® (AIF®) training empowers investment professionals with the fiduciary knowledge and tools they need to serve their clients’ best interests. Advisors who have earned the Accredited Investment Fiduciary designation have gone through training, met the qualifications, and passed the exam allowing use of the AIF designation and they are immediately able to demonstrate the added value that they can bring to both existing and prospective clients.
Ira Rapaport is a Featured Guest on the Practic Lab Podcast: "The power of high-touch, holistic client service, with Ira Rapaport and team"
Ira Rapaport is an RIA Insider Advisory Board Member
Ira Rapaport is Mentioned on PR Newswire: "Capital Group Appoints Three New Members to RIA Advisory Board"
Ira Rapaport is Quoted in Advisors Magazine: "Empowering Clients to Make Sound Financial Decisions"
Ira Rapaport is Quoted in Financial Advisor Magazine: "Thematic ETFs As Strategic Tools"
Ira Rapaport is Quoted in InvestmentNews: "Top independent adviser manages $3.5 billion in new ranking"
Ira Rapaport is a Five Star Professional
New England Private Wealth Advisors is Featured in Advisors Magazine: "Personal Touch Establishes Trust to Build Wealth"
Ira Rapaport Contributed to Worth Magazine
Contact Ira Rapaport
36 Washington St
Wellesley, MA 02481