Northeast Wealth Management, founded by Jim Moniz and Kate Leonard, is a comprehensive financial services firm based in Norwell, MA. They specialize in helping individuals and families achieve their legacy vision by managing, creating, and preserving their wealth. With a holistic approach that includes investment management, tax planning, estate planning, retirement planning, and more, Northeast Wealth Management aims to provide personalized and affordable services to their clients.
In addition to their wealth management services, Northeast Wealth Management also offers business consulting services through their Core Business Group division. They assist entrepreneurial-oriented companies in growing, transitioning, and protecting their businesses, while aligning strategic plans with compensation and rewards strategies for key employees. With their expertise and dedication, Jim Moniz and Kate Leonard have earned the trust and praise of their clients, who appreciate their knowledge, support, and personalized attention.
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