Practice Management
Ira G. Rapaport
CPA, PFS, CIMA®, CFP®, MST, AIF®
Founder and CEO, New England Private Wealth Advisors, LLC
Ira Rapaport is the founder and CEO of New England Private Wealth Advisors, LLC, a Wellesley, Massachusetts-based RIA firm with approximately 300 clients and over $2 billion under management. Ira specializes in providing fee-only, customized wealth management services to high net worth individuals, families and institutions.
With over 25 years of broad-based financial planning expertise, Ira applies his comprehensive technical knowledge of asset allocation, investment strategies, risk management, retirement and gift planning, income tax planning and estate planning to create an integrated wealth strategy tailored to each client’s specific needs.
Ira earned a Bachelor’s degree in Accounting from the University of Massachusetts Amherst in 1985 and a Master of Science in Taxation from Bentley University in 1993. He is a certified public accountant (CPA), a Personal Financial Specialist (PFS) and a Certified Financial Planner™ (CFP). Following extensive course work and an examination at the Wharton School of Business, Ira earned the designation of Certified Investment Management Analyst® (CIMA®). In 2005, Ira obtained the Accredited Investment Fiduciary® (AIF) designation through a classroom and training curriculum provided by the Center for Fiduciary Studies.
Emeritus board member: 2020-2022
IRA'S INSIGHTS
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