What opportunies are on your horizon?
Since 1995, we’ve helped people identify and manage the key opportunities that are part of life from a personal, business, and philanthropic perspective.
We are partners for every period in your life.
For most people, life can be broken up into three distinct periods, or “acts.” The first act is their time spent growing up and obtaining an education, the second act is their career and working years, while the third act is finding fulfillment and satisfaction after they have retired or sold their business. We do a lot for our clients, but it all comes down to helping people make the “third act” of their life a triumph from a personal and financial perspective.
We help you maximize your lifetime of opportunities
Our family-office approach and personalized service are designed to help you maximize your personal, business, and philanthropic ventures throughout your lifetime.
We bring a distinctive approach to investment allocation
We provide a multi-asset class platform, in-house managed models, and a refined approach to managing private investment opportunities.
Our specialized team provides tailored advice for your unique journey
We are entrepreneurially minded and creative, having spent decades helping people navigate the ups, downs, and opportunities within their lifetime.
We joined Focus Financial Partners and Connectus Wealth Advisers, significantly increasing the resources and services available to our clients
Experienced rapid growth and surpassed $1 billion in assets under management; Rose in FA Magazine rankings for RIAs from 370 to 325i
Rebranded as NEIRG Wealth Management and opened our third office location in Windham, NH
i To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $100 million in assets under management as of December 31, 2021 to be included in the print edition of Financial Advisor Magazine. Corporate RIA firms and investment advisor representatives (IARs) are not eligible for this survey. A corporate RIA is a registered investment advisor most often formed by a broker-dealer that files an ADV with the SEC. Advisors who are affiliated with the broker-dealer or other entity’s corporate RIA may offer investment advice. They are considered Investment Advisor Representatives (IARs) of the corporate RIA. All of the assets under management of the IARs are included in the corporate RIA’s ADV filed with the SEC. No fees were paid for this ranking.
Formally retired our broker-dealer affiliation and became a fiduciary as an exclusively fee-based RIA
We opened our second location in Naples, FL, giving us a permanent presence to serve new and existing FL-based clients
Brian Pirri joined Nick as a Senior Wealth Advisor, ultimately becoming a partner in 2018
Started offering fee-based RIA services and formally opened the RIA that is now NEIRG Wealth Management.
Opened a new office in North Andover, MA to support growth; This location remains our headquarters today
Nick Giacoumakis founded New England Investment & Retirement Group as part of Commonwealth Financial Network