WELCOME

Next Era Wealth Management is a full-service family office located in the Greater Boston area. Over the past forty years, NEWM has provided a wide range of investment and tax services to individuals, businesses, and non-profit organizations. We partner with our clients to create a legacy of wealth with the goal of lasting multiple generations. As Financial Advisors, we enable our clients to make informed financial decisions by providing insightful advice. We take pride in thoroughly understanding your personal situation and tailoring our advice to meet your goals.

James Bonaccorsi
Office: 781-461-8008
Cell: 617-584-2286
jim@nextera-wealth.com

FINRA Broker Check

Ryan van Weezel
Office: 781-461-8008
Cell: 617-794-7779
ryan@nextera-wealth.com

FINRA Broker Check

Kate Jordan, CPA
Office: 781-461-8008
Cell: 508-446-1305
kate@nextera-wealth.com

IRS Forms, Instructions & Publications

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FINRA / SIPC

Securities and advisory services offered through LPL Financial, a registered investment advisor.  Member FINRA / SIPC.  The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are licensed.  No offers may be made or accepted from any resident of any other state.