Business Details
Your Trusted Partner for Financial Planning Solutions
At Northeast Wealth Management, we specialize in helping clients achieve their envisioned legacy through comprehensive wealth management strategies. Founded by Jim Moniz and Kate Leonard, our Legacy Vision Approach focuses on managing, creating, and preserving wealth to positively impact families and communities. We replicate family office services for clients who may not meet traditional asset thresholds, offering a holistic approach that integrates investment management with tax, legal, estate, retirement, healthcare, and family needs planning. Our process emphasizes open communication, ensuring we understand your financial goals and circumstances to provide tailored recommendations.With decades of combined experience, we prioritize client confidence through transparent discussions and personalized solutions. Our team serves individuals and business owners, addressing unique financial challenges from startup planning to succession strategies. Client testimonials highlight our expertise, affordability, and exceptional listening skills, with long-term relationships underscoring our commitment to trust and reliability. We operate from Plymouth, Massachusetts, serving clients through personalized attention and accessible support.
Services
Wealth Management
Investment Planning
Retirement Planning
Business Owner Planning
Succession Planning
Highlights and features
- Personalized investment strategies tailored to your goals
- Holistic approach covering tax, legal, and estate planning
- Decades of combined experience in wealth management
- Transparent communication and client-focused recommendations
- Proven track record serving individuals and business owners
What people say
Highly educated and experienced
Comprehensive and affordable
Supportive and knowledgeable
Personalized attention
Trusted financial advisors
Services
Wealth Management
Our wealth management services focus on creating and preserving client assets through personalized strategies. We integrate investment management with comprehensive planning for tax, legal, and family needs. With a legacy-focused approach, we help clients build financial security while addressing both current and future generational requirements.
Investment Planning
We develop customized investment strategies emphasizing diversification and long-term growth. Our approach avoids short-term market distractions while aligning with individual financial goals. The planning process considers risk tolerance, time horizons, and specific wealth preservation objectives for both personal and business-related investments.
Retirement Planning
Our retirement planning services take a lifelong approach to financial security. We help clients build sustainable income streams while addressing healthcare costs, estate considerations, and legacy goals. The planning process ensures financial stability throughout retirement years while maintaining flexibility for changing circumstances.
Business Owner Planning
We specialize in addressing financial challenges faced by business owners, from startup planning to succession strategies. Our services include cash flow management, investment structuring, and transition planning. We help entrepreneurs balance business growth with personal financial security and long-term wealth preservation.
Succession Planning
Our succession planning focuses on seamless wealth transfer while minimizing tax implications. We help business owners develop comprehensive transition strategies that protect assets and ensure continuity. The process includes estate planning, trust creation, and family financial education to maintain wealth across generations.
People
Jim Moniz
Wealth Advisor
Jim Moniz, MSFS, co-founder of Northeast Wealth Management, brings decades of experience in comprehensive financial planning. With expertise in investment strategy and business succession planning, he helps clients achieve long-term financial security through personalized solutions and transparent communication.
Kate Leonard
Wealth Advisor
Dr. Kate Leonard, co-founder, specializes in holistic wealth management and estate planning. Her approach integrates tax strategies with family needs planning to create sustainable financial legacies. With a doctorate in financial services, she provides expert guidance on retirement planning and intergenerational wealth transfer.
Questions
What services does Northeast Wealth Management offer?
We provide wealth management, investment planning, retirement planning, business owner financial services, and succession planning tailored to individual client needs.
How does your wealth management approach work?
Our Legacy Vision Approach combines investment management with tax, legal, and estate planning to create personalized strategies that preserve wealth across generations.
Do you work with business owners specifically?
Yes, we specialize in financial planning for entrepreneurs, addressing startup funding, cash flow management, and succession strategies tailored to business owners' unique needs.
How long have you been in business?
Our advisors have decades of combined experience, with client relationships dating back to 2004, providing continuous financial guidance through various market conditions.
What makes your firm different from others?
We combine family office-level planning with personalized service, focusing on holistic financial strategies that address both immediate needs and long-term legacy goals.
