Wealth Management and Risk Mitigation
Investment Planning
Retirement Planning
Our Team
REVIEWS & TESTIMONIALS
CLIENT SUCCESS STORIES
Excellent
Based on 48 reviews
Mary N.
I have known the principals of this firm for many years. They are highly educated and experienced in the world of wealth management. I have attended their seminars, and 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.
Herb R.
I am happy to endorse Jim Moniz and Kate Leonard of Northeast Wealth Management. They have been extremely helpful in establishing and managing my portfolio of financial and personal affairs. Their programs are simple, comprehensive and affordable.
It is good to have all my important information in one place (Vault). In addition, they are very friendly and helpful and are always available to discuss even small matters. THEY ANSWER THEIR OWN PHONES! It has been a pleasure working with them and I always look forward to my visits.
Janice B.
I have worked with Northeast Wealth Management since 2004. We first met when I needed help with my mother’s estate planning, then settling her estate. Since then, we have worked on special needs planning for my disabled daughter, estate planning for
my husband and I, then when I needed help with Alzheimer's care for my husband, Jim and Kate were right there with me, helping me find day care, then memory care and finally, unfortunately, support at his passing. Jim and Kate have become my support system when I feel overwhelmed and my trusted financial advisors when I need help with financial planning. They are more than a financial wealth management team, they are supportive, knowledgeable, and trustworthy.
Anthony M.
Jim and Kate are wonderful to work with. Over the past two years, they have treated us with personalized attention and have provided great financial insight. I have had some atypical investment scenarios occur related to my RSUs and Jim has gone
the extra mile to help me sort them out. Jim is personable, professional, and incredibly knowledgeable. I recommend considering Northeast Wealth Management for your own portfolio guidance whether you need wealth management, stock options, real estate investment, or financial planning assistance.
Debi A.
I started working with NE Wealth Management in 2008. Their office was in the same building that I worked in. I had a question about rolling over an IRA from a previous employer. We setup an appointment and the rest is history. Jim and Kate are great to work
with. Most importantly to me is they listen to me. I would highly recommend NE Wealth Management for your estate and financial planning needs. Fifteen years later, I am now retiring with a healthy portfolio. I can't thank you both enough.