Meet Our Founders

Jim Moniz, MSFS  |  Dr. Kate Leonard

01. About Us

First, Northeast Wealth Management helps you achieve the legacy you envision for you, your family, and your community. Created by Jim Moniz and Kate Leonard.  The Legacy Vision Approach™ helps you manage, create and preserve your wealth to have a positive impact on your family, and achieve your goals and wishes.

02. Our Philosophy

Second, Northeast Wealth Management replicates family office services for folks who may not have the investable assets or who might not be able to afford the costs and fees associated with the traditional “Family Office” model. Northeast Wealth Management takes a holistic approach that includes investment management, but also includes a focus on tax, legal, estate, retirement, health care, and family needs planning.

03. Our Process

Third, our process is founded on open communication. This is a key factor in our ongoing relationship. By understanding what your financial plans and concerns are, as well as becoming familiar with your present circumstances, we are in a better position to make recommendations that help you prioritize and achieve your goals. We encourage questions and timely discussions, so you feel confident about the choices we present to you and your family.

Our Services

 

Wealth Management and Risk Mitigation

You and your family work hard to accumulate assets over a lifetime. The hope is that, when the time comes for you to leverage those assets, they’ll be there for you to benefit from.
 

Investment Planning

Through developing a personalized investment strategy, diversification, and avoiding short-term distractions, we aim to help create and preserve your wealth so you reach your financial goals.
 

Retirement Planning

Retirement planning shouldn’t start at retirement; it should start long before. We take a long-term view of your financial wellbeing to help create a life after a career that is as well-planned as your life while working.
 

Financial Planning for Business Owners

When you are full of ideas for starting a new business, all you can see is what’s going to happen tomorrow. The thought of having your vision turned to reality often blinds new entrepreneurs to that all-important question: Does it all make sense financially?
 

Succession Planning for Business Owners

When entrepreneurs start a business, the last thing on their minds is succession planning. Most business owners spend a lot of time – as they should – on operations plans, marketing plans, capital spending plans, maintenance planning, staffing plans…and more.