Matthew Maclachlan is not listed as a control person, but directly owns under 5% of New England Private Wealth Advisors. Matthew Maclachlan studied at Northeastern University.
New England Private Wealth Advisors is an investment adviser based in Wellesley, MA, registered with the SEC since 2005. It provides financial planning and investment management. Its clients include high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Its regulatory assets under management total $5.09 billion, as filed on 27 March 2026. Its fees, ownership and offices are on the firm’s profile.
Matthew MacLachlan is Chief Operating Officer of New England Private Wealth Advisors. He oversees many of the firm's operational functions and leads the implementation and management of technologies that support clients and the team. He began at the firm as a Northeastern University co-op in 2006, later joined full-time and progressed through roles including Senior Operations Associate and Director of Operations & Technology before becoming COO in 2023.
Professional designations
Listed by New England Private Wealth Advisors
- CFP®
- CRD
- 7896014
- Firm
- New England Private Wealth Advisors · CRD 133790
- Role
- Chief Operating Officer
- In role since
- August 2023 · 3 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Wellesley, MA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- nepwealth.com
Where does Matthew Maclachlan work?
Matthew Maclachlan has been Chief Operating Officer of New England Private Wealth Advisors, LLC since August 2023.
Is Matthew Maclachlan a CFP?
New England Private Wealth Advisors lists Matthew Maclachlan with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Matthew Maclachlan’s record?
Matthew Maclachlan’s role is listed on New England Private Wealth Advisors, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 133790.
