Investment Planning Options | Northeast Wealth Management

01. About Us

First, Northeast Wealth Management helps you achieve the legacy you envision for you, your family, and your community. Created by Jim Moniz and Kate Leonard. The Legacy Vision Approach™ helps you manage, create and preserve your wealth to have a positive impact on your family, and achieve your goals and wishes.

02. Our Philosophy

Second, Northeast Wealth Management replicates family office services for folks who may not have the investable assets or who might not be able to afford the costs and fees associated with the traditional “Family Office” model. Northeast Wealth Management takes a holistic approach that includes investment management, but also includes a focus on tax, legal, estate, retirement, health care, and family needs planning.

03. Our Process

Third, our process is founded on open communication. This is a key factor in our ongoing relationship. By understanding what your financial plans and concerns are, as well as becoming familiar with your present circumstances, we are in a better position to make recommendations that help you prioritize and achieve your goals. We encourage questions and timely discussions, so you feel confident about the choices we present to you and your family.

Our Services

Wealth Management and Risk Mitigation

You and your family work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from.

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start long before. We take a long-term view of your financial wellbeing to help create a life after a career that is as well-planned as your life while working.

Financial Planning for Business Owners

When you are full of ideas for starting a new business, all you can see is what’s going to happen tomorrow. The thought of having your vision turned to reality often blinds new entrepreneurs to that all-important question: Does it all make sense financially?

Succession Planning for Business Owners

When entrepreneurs start a business, the last thing on their minds is succession planning. Most business owners spend a lot of time – as they should – on operations plans, marketing plans, capital spending plans, maintenance planning, staffing plans…and more.

Our Team

Jim Moniz, MSFS | Dr. Kate Leonard

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REVIEWS & TESTIMONIALS

CLIENT SUCCESS STORIES

Excellent

_{Based on 48 reviews}

Mary N.

I have known the principals of this firm for many years. They are highly educated and experienced in the world of wealth management. I have attended their seminars, and they provide excellent information and a thorough scope of their field.

Their listening skills afford them great attention to each client's personal perspective and financial situation.

Herb R.

I am happy to endorse Jim Moniz and Kate Leonard of Northeast Wealth Management. They have been extremely helpful in establishing and managing my portfolio of financial and personal affairs. Their programs are simple, comprehensive and affordable.

It is good to have all my important information in one place (Vault). In addition, they are very friendly and helpful and are always available to discuss even small matters. THEY ANSWER THEIR OWN PHONES! It has been a pleasure working with them and I always look forward to my visits.

Janice B.

I have worked with Northeast Wealth Management since 2004. We first met when I needed help with my mother’s estate planning, then settling her estate. Since then, we have worked on special needs planning for my disabled daughter, estate planning for

my husband and I, then when I needed help with Alzheimer's care for my husband, Jim and Kate were right there with me, helping me find day care, then memory care and finally, unfortunately, support at his passing. Jim and Kate have become my support system when I feel overwhelmed and my trusted financial advisors when I need help with financial planning. They are more than a financial wealth management team, they are supportive, knowledgeable, and trustworthy.

Anthony M.

Jim and Kate are wonderful to work with. Over the past two years, they have treated us with personalized attention and have provided great financial insight. I have had some atypical investment scenarios occur related to my RSUs and Jim has gone

the extra mile to help me sort them out. Jim is personable, professional, and incredibly knowledgeable. I recommend considering Northeast Wealth Management for your own portfolio guidance whether you need wealth management, stock options, real estate investment, or financial planning assistance.

Debi A.

I started working with NE Wealth Management in 2008. Their office was in the same building that I worked in. I had a question about rolling over an IRA from a previous employer. We setup an appointment and the rest is history. Jim and Kate are great to work

with. Most importantly to me is they listen to me. I would highly recommend NE Wealth Management for your estate and financial planning needs. Fifteen years later, I am now retiring with a healthy portfolio. I can't thank you both enough.

WEALTH