Northeast Wealth Management
Our team focuses on the needs of high net-worth families, individuals, and successful professionals, tailoring programs to help determine and progress toward their objectives.
Jim Moniz and Kate Leonard developed the Legacy Vision Approach™ which serves as a solid tool in helping clients plan the financial and wealth management goals they picture for themselves, their families, and their communities.
Jim has over 35 years' experience in the design, planning, and managing of complex estate and financial plans. Jim's commitment to education is also evident through his teaching classes to colleagues who are working towards their Chartered Financial Consultant (ChFC), Chartered Life Underwriter (CLU), and Certified Financial Planner (CFP) designations. He also presents continuing edhttps://jimmoniz-dev.us1.advisor.ws/sites/jimmoniz.us1.advisor.ws/files/images/your_team.jpgucation programs for Financial Planners, Insurance Agents, Accountants, and Attorneys.
Dr. Leonard (Kate) brings her experience as a clinical psychologist to assist clients in working through ineffective distractions about financial planning, especially when it threatens to compromise better decisions about special needs planning, disability, estate settlement, and long-term health care issues.
Their individual disciplines fully complement each other, for the benefit of providing a financial and wealth management plan that fully supports the goals of clients.
Jim and Kate are known as the Succession, Transition, and Exit Planning Dream Team.
If you have any questions, please do not hesitate to reach out to us at 781-356-2969 or click on the following link to schedule a meeting with us: https://calendar.linktivity.net/JimMoniz.