James Milligan

Northeast Wealth Management, founded by Jim Moniz and Dr. Kate Leonard, is dedicated to helping clients achieve their envisioned legacy for their families and communities through comprehensive financial planning services. Utilizing their Legacy Vision Approach, they provide personalized wealth management, investment planning, retirement strategies, and support for business owners to help clients create, preserve, and manage their wealth effectively.

Adopting a holistic approach akin to a family office model, Northeast Wealth Management focuses on all aspects of financial health, including tax, estate, and legal considerations alongside investment strategies. The firm prides itself on fostering open communication and strong relationships, ensuring client needs are prioritized and addressed with personalized attention and care.

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