Northeast Wealth Management assists its clients in creating, preserving, and managing wealth, while planning their legacy.

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. 

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.

Third, our Core Business Group business consulting division helps entrepreneurial-oriented companies grow, transition, and protect the business, and create greater alignment between strategic business plans, compensation, and rewards strategies for key employees.


If you have any questions, please do not hesitate to reach out to us at 781-356-2969 or click on the following link to schedule a meeting with us: