Our Services

Our Approach

New England Capital utilizes a team-based approach to serving our clients. While each client will have a designated advisor, we rely on the individual expertise from all team members to best meet your needs.

Our Services

Our Services

Some of the services that New England Capital representatives may provide:

  • Comprehensive or modular financial planning
  • Trust services (through our affiliation with National Advisor Trust Company, FSB)
  • Investment and wealth management
  • Insurance (long-Term care-including the CT Partnership, Life, Disability, and Health) in states in which we are properly licensed.
  • Charitable giving
  • Elder and long-term care planning
  • Funding education
  • Estate planning
  • Retirement planning
  • Cash management and budgeting
  • Employment benefits and qualified retirement planning for business
  • Work with owners of closely-held business
  • Seminars/financial education

Please Note: The scope of any financial planning and consulting services to be provided depends upon the request and needs of the client. New England Capital Financial Advisors, LLC does not serve as an attorney or accountant. New England Capital Financial Advisors, LLC does not prepare estate planning documents or tax returns.

How We Can Help

Our job is to create an ecosystem of integrity, honesty, and ethics where clients can feel comfortable discussing and designing financial plans. We understand that trusting someone with your assets can be a daunting process, which is why we remain as transparent as possible when it comes to the processes and tools we use to help your wealth thrive.

At New England Capital,

  • We are committed to the wealth management process. This process consists of gathering data, setting goals, identifying potential financial concerns, preparing and
    analyzing alternatives, implementing recommendations, monitoring your progress, and revising your goals as needed.
  • We are committed to supporting a dynamic investment management process that has clear performance objectives. We will constantly strive to improve and refine this process to enhance our ability to meet those objectives.
  • We will treat the professionals within our firm with the same respect we accord our clients. We believe the strength and success of our firm come from the efforts of a team-oriented environment.

Our advisors are your allies, and we promise to work together to create a financial planning process you can count on.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@newenglandcapital.com | 203-935-0265