NBW Capital is an independent registered investment advisor based in Boston

At NBW Capital, we are focused on delivering superior returns and helping you design a plan to achieve your financial goals. Integrity and fiduciary responsibility are at the heart of everything we do with a goal of helping you safely build long term wealth.


We manage portfolios utilizing a well-defined, disciplined approach to asset allocation based on
independent investment insight and incorporating a solid knowledge of specific client priorities.
We maintain the highest ethical standards in our interaction with each client.

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Our Mission

NBW Capital’s mission is to help our clients achieve their financial goals by carefully investing in securities that will preserve and grow their wealth.


At NBW Capital, we believe a core element of our value is delivering strong performance versus our benchmarks. Through a disciplined, risk managed investment process we seek to outperform the overall market.

Personal Service

Understanding an individual’s personal needs and risk tolerances is critical to developing a long term financial plan. We are committed to helping our clients achieve financial peace of mind.


Serving as a fiduciary, we take pride in maintaining the highest standards of personal ethics and integrity. Establishing and preserving our clients trust is our number one goal.

“Investing is not nearly as difficult as it looks. Successful investing involves doing a few things right and avoiding serious mistakes.”
– Jack Bogle


NBW’s mission is to help clients achieve their financial goals by investing wisely to preserve and grow their wealth.
Contact us to help get your ducks in a row.

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