Northeast Wealth Management helps you achieve the legacy you envision for you, your family, and your community. 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.
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 providing this service with the utmost privacy and discretion.
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 providing this service with the utmost privacy and discretion.
Services
Northeast Wealth Management focuses on the needs of high net-worth families, individuals and successful professionals, tailoring programs to help determine and progress toward their objectives. The Core Business Group helps entrepreneurial-oriented companies grow, transition and protect the business.
The Legacy Vision Approach helps you achieve the legacy you envision for you, your family, and your community. Created by Jim Moniz, The Legacy Vision Approach will help you create and preserve your wealth, allow your wealth to have a positive impact on your family, and achieve your goals and desires.
If you own a successful business, you know the meaning of hard work and what satisfaction truly feels like. If you also have the responsibility of supporting a family, you know what it's like to occasionally accomplish the impossible. Before an organization begins developing specific compensation and reward strategies, it is advisable that it measure its current practices and programs against certain standards.
We know each other very well. Please call me to review your individual circumstances, so we can discuss the services that may be most appropriate for you. Learn from this process. This is a dialogue. You'll want to ask lots of questions about our recommendations. We encourage you to ask for explanations and details and to challenge us when you think we have left something out.
As you prepare for our initial meeting, consider the topics discussed in these brief summaries and how they relate to your long- and short-term financial goals. Imagine waking up on your first day of retirement. What will you do all day? Play golf? Romp with the grandkids? Go sailing or take a trip?
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