Jim Moniz

For more than thirty years, Jim Moniz has been committed to providing financial advice based on recent developments in taxation, the economy, investment results and timely research.

Jim Started Northeast Wealth Management with the goal to become the standard of the Wealth Management Industry. Northeast Wealth Management focuses on the needs of high net-worth individuals and successful professionals, tailoring financial programs to help them determine and progress toward their objectives.

Jim is a sought after speaker due to his extensive background and knowledge of the financial, estate, business and retirement planning fields. Jim conducts education programs for Accountants, Attorneys and Financial Planners. His lecture "Doctors in Debt," has been presented to the graduating class of the Harvard Medical School.

As dedicated as Jim is to his clients, his greatest source of pride is his family. Jim resides in Hanover, Massachusetts with his wife, Kate, and their two children, Erin and Sam. In his leisure time he enjoys his family, friends, sports, traveling, jazz, fine dining, and premium cigars.

Jim's Resume

Masters of Science in Financial Services (MSFS)

Graduate Certificates for specialized study in:

· Pensions and Executive Compensation

· Estate Planning

· Financial Asset Management

Chartered Financial Consultant (ChFC)

Chartered Life Underwriter (CLU)

Jim is a sought after speaker due to his extensive background and knowledge of business, financial, estate, and retirement planning. Jim conducts education programs for Accountants, Attorneys and Financial Planners.

Lectures:

"Doctors in Debt," presented to the graduating class of the Harvard Medical School.

”Creating and Sustaining a Competitive Advantage” presented to the national conference of the Society for Human Resource Managers (SHRM).

“The 10X Challenge” presented to the Massachusetts Society of CPA’s

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck