Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sara? Claim Your ProfileSara Sokolowski is a financial advisor with New England Private Wealth Advisors, LLC, based in Wellesley, Massachusetts. Sara has been in the industry since October 2006, and holds a Series 65 license. Sara is a CERTIFIED FINANCIAL PLANNER™ professional. New England Private Wealth Advisors, LLC provides financial planning, portfolio management for businesses and individuals, and selection of other advisors. The firm primarily works with high-net-worth individuals, charitable organizations, and corporations or other businesses. Sara's firm has a total of $2,678,964,904 in assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MA
08/13/2007 - Present
NEW England Private Wealth Advisors, LLC (WELLESLEY MA)
IA
Issued 08/06/2007
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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