New England Capital Financial Advisors LLC
New England Capital Financial Advisors, LLC is an SEC-registered investment adviser headquartered in South Meriden, Connecticut. The firm is a process-driven wealth management company dedicated to helping clients achieve successful financial outcomes aligned with their life goals. Founded by a team with extensive financial experience, New England Capital employs a collaborative, team-based approach to personalized financial planning and investment management. The firm primarily serves individuals, families, and small businesses, emphasizing long-term relationships, transparency, and comprehensive client service.
Investment Strategy
New England Capital employs a holistic, process-driven approach to wealth management that centers on the unique needs, goals, and risk tolerance of each client. Their philosophy prioritizes integrity, transparency, independence, and long-term relationships. The firm utilizes a team-based model for financial planning and investment advice, aiming to design strategies that address comprehensive financial well-being, asset allocation, and future planning through ongoing, open communication. Investment selections reflect a diversified asset allocation using both equity and fixed income vehicles, with adherence to clients' risk profiles and financial objectives.
Top Holdings
Equity Positions (406)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
C CGGR | CAPITAL GROUP GROWTH ETF | 26.97% | $63.5M | 1,444,730 | $20.60 | $43.92 | +$4.8M |
A AVUV | AMERICAN CENTY ETF TR | 9.18% | $21.6M | 216,977 | $87.46 | $99.53 | +$2.2M |
R RSP | INVESCO EXCHANGE TRADED FD T | 8.98% | $21.1M | 111,388 | $145.00 | $189.70 | +$1.2M |
R RLY | SSGA ACTIVE ETF TR | 6.39% | $15.0M | 487,085 | $27.09 | $30.88 | +$1.0M |
C CGCP | CAPITAL GRP FIXED INCM ETF T | 5.49% | $12.9M | 567,985 | $22.54 | $22.72 | +$667.0K |