We put a high priority on knowing our clients and the people and things they care about. This is as important to us as understanding their financial goals and challenges.

"The Guild is unique in that the members are truly financial advisors they bring a highly informed perspective to my personal financial needs." Client since 2002.
Case Studies

At The New England Guild, we seek to address each client's specific needs and aspirations. The following case studies demonstrate just some of the solutions we have developed in collaboration with each other and our clients.

Effective Gifting Strategies

Context Sensitive Endowment Investing

Discrete Investment Objectives

Charitable Giving Initiatives