Our Team

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. Early on in his career, performing in the top 25, Jim was inducted into the John Hancock Hall of Fame.

As dedicated as Jim is to his clients, his greatest source of pride is his family. Jim resides in Plymouth, 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)

Lectures:

• "Doctors in Debt," presented to the graduating class of the Harvard Medical School.
• ”Creating and Sustaining a Competitive Advantage” was presented at the National Conference of the Society for Human Resource Managers (SHRM).
• “The 10X Challenge” presented to the Massachusetts Society of CPA's

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: https://calendar.linktivity.net/JimMoniz.

Dr. Leonard (Kate) focuses on clarifying the unique challenges of making financial decisions faced by clients whose circumstances require it. Financial decisions are made in the context of family values and beliefs, as well as life experience. She helps clients to work through making decisions that are difficult, but essential.

“We tend to be biased towards our preexisting beliefs that may impact our ability to think clearly and rationally,” she acknowledges. “Financial planning is complicated, involving many factors, sometimes with competing interests. Some decisions can be heart-wrenching to make.”

Kate has over 30 years' experience working with families as a clinical psychologist. Her focus includes special needs planning, disability, estate settlement, and long-term health care issues. Working with clients, Kate provides tools to help minimize the distraction of biases, which can influence financial decision-making.

She helps clarify and prioritize your values and how to protect what is important to you. Kate's significant experience in helping families with these particular challenges is an asset to the firm's clients.

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: https://calendar.linktivity.net/JimMoniz.