Informed
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.


"Our business model is based on the core belief that our clients are best served by objective advice. We are never compensated based on the specific transactions or products we recommend." Hal Rives
Philosophy & Approach

At The New England Guild, the core of our approach is the belief that informed advice achieves better results. 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. We don't just provide investment management; we look at every client's circumstances in context so that we can make more informed decisions.

Our approach is structured to provide three key elements that we believe distinguish our capabilities and provide greater value to our clients: 1) objectivity,
2) integrated expertise and services, and 3) collaboration within the firm, with outside experts and with our clients.

Objectivity
We have structured our services to be highly objective and customized to achieve specific goals. Unlike many financial services firms, we are paid exclusively by our clients on a fee basis.

Integrated Expertise & Services
We believe that our approach and the financial capabilities we offer differentiate us from other investment advisors. These include estate planning, strategic tax planning, gifting strategies and other capabilities that are often not offered by other investment management firms.

Collaboration
Our firm members bring diverse financial capabilities to our clients and it is common for us to collaborate on behalf of a client internally in order to bring them the best possible solution. We are also pleased to collaborate with outside professionals to produce the best results for our clients.