Core Business Group

Northeast Wealth Management is a firm dedicated to helping you achieve the legacy you envision for you, your family, and your community. Founded by Jim Moniz and Kate Leonard, we utilize the Legacy Vision Approach to assist you in managing, creating, and preserving your wealth. We strive to make a positive impact on your family and help you achieve your goals and wishes.

Our Philosophy

At Northeast Wealth Management, we believe in providing family office services to those who may not have the investable assets or who may not be able to afford the costs and fees associated with the traditional "Family Office" model. We take a holistic approach that includes investment management, but also focuses on tax, legal, estate, retirement, health care, and family needs planning. We are committed to providing personalized, comprehensive services to help you protect and grow your wealth.

Our Process

Our Core Business Group business consulting division assists entrepreneurial-oriented companies in growing, transitioning, and protecting the business. We help create greater alignment between strategic business plans, compensation, and rewards strategies for key employees. We work closely with business owners to ensure that their financial goals are aligned with the overall goals of the business.

Wealth Management and Risk Mitigation

You and your family have worked hard to accumulate assets over a lifetime. Our goal is to help you preserve and leverage those assets when the time comes. Through investment planning, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you can reach your financial goals.

Retirement planning is an essential part of our services. We believe that retirement planning should start long before retirement. By taking a long-term view of your financial wellbeing, we can help create a life after a career that is as well-planned as your life while working.

Financial Planning for Business Owners

Starting a new business is an exciting time, but it's essential to ensure that it makes sense financially. We work with business owners to help them develop a financial plan that aligns with their overall business goals.

Succession Planning for Business Owners

Succession planning is often overlooked by business owners, but it's crucial to the long-term success of the business. We work with business owners to develop a succession plan that ensures a smooth transition and preserves the value of the business.

Our Team

Jim Moniz, MSFS and Dr. Kate Leonard are the founders of Northeast Wealth Management. With many years of experience in the world of wealth management, they provide excellent information and a thorough scope of their field. Their listening skills afford them great attention to each client's personal perspective and financial situation.

At Northeast Wealth Management, we pride ourselves on our excellent client service. We answer our own phones and provide personalized attention to each client. We are proud to have many satisfied clients who have been with us for many years.

In conclusion, Northeast Wealth Management is a firm dedicated to helping you achieve your financial goals. Whether you are an individual or a business owner, we can provide the comprehensive, personalized services you need to protect and grow your wealth.