Northeast Wealth Management helps you achieve the legacy you envision for you, your family, and your community.

Northeast Wealth Management

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.

We exist to help our clients:

  • By minimizing loss of wealth due to significant market downturns, due to excessive capital gains taxes or wealth transfer taxes, as well as from the potential frivolous and/or fraudulent lawsuits that come from being a wealthy target.
  • By restoring your time.  Too often, professionals are hired when the metaphorical house is on fire.  Often that professional is the wrong fit and the fire gets bigger.  We do our due diligence for you in an effort to prevent the fire in the first place.
  • By providing this service with the utmost privacy and discretion.  Nobody will know we have a working relationship with you and your identifying information will not be shared with an outside list service – ever!”
  • Many of our clients are business owners.  We specialize in succession transition and exit planning. We work with family businesses to make transitions effective. We help with governance of the business. Many employees are interested in potential equity in the business. We are able to determine the most effective way to determine if equity is an effective or desired transaction.

Northeast Wealth Management helps you achieve the legacy you envision for you, your family, and your community. Created by James E. Moniz, MSFS, The Legacy Vision Approach helps you create and preserve your wealth, allow your wealth to have a positive impact on your family, and achieve your goals and desires. 

 When you have worked through the Legacy Vision Approach you will:

• Have a clear and well-defined estate and wealth management program that will be directed by the legacy that you envision;

• Be able to direct your personal and financial goals in a way that has the greatest impact;

• Have confidence knowing that you have a professional team of
advisors working together;

• Have the legacy you envision for you, your family, and your community.

If you have any questions, please do not hesitate to reach out to us.

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