We serve families, not just their portfolios.

We are an independent and employee-owned investment consulting firm offering clients research-driven investment solutions since 1986. Our private wealth advisors help ultra-high-net-worth individuals, families and family offices preserve, manage and grow their wealth.

As your trusted partner, we will develop, coordinate and oversee a complete and bespoke wealth management program that is based on your individual goals, values, constraints and time horizons. We draw on our reserves of experience to anticipate your financial needs and to proactively safeguard your portfolio against potential challenges. Our comprehensive wealth strategies are crafted with performance, resilience and endurance in mind.

We are proud to serve you, not just your investment portfolio. And we are just as committed to growing relationships as we are to growing returns.

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Private wealth assets under advisement


Average years experience as private wealth advisors

Private Wealth Advisory Team

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Our mission is to understand the complexities of your wealth, while drawing on our experience to provide you with solutions that not only fulfill your current needs, but also anticipate and meet the future requirements of you, your family and the generations to come.

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Karen Harding

Partner and Leader of the Private Wealth practice

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Get in Touch

Interested in learning more about NEPC and our investment solutions? Contact us.

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Statistics above are valid as of 10/1/2023