Northeast Wealth Management
Finance · Massachusetts, United States · 11-50 Employees
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Overview
Headquarters
Washington St Ste 22, Norwell, Massachus...Phone Number
(781) 356-2969Revenue
$5.8 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Northeast Wealth Management
Northeast Wealth Management provides comprehensive wealth management services, including investment planning, retirement planning, and financial planning tailored for business owners. The firm adopts a holistic approach, focusing on tax, legal, estate, and family needs to help clients create, preserve, and manage their wealth. Their target clients include individuals and business owners seeking to achieve their financial goals and secure their legacies. Founded by Jim Moniz and Kate Leonard, the company emphasizes open communication and personalized strategies to foster long-term relationships with clients.Explore more
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Northeast Wealth Management provides comprehensive wealth management services, including investment planning, retirement planning, and financial planning tailored for business owners. The firm adopts a holistic approach, focusing on tax, legal, estate, and family needs to help clients create, preserve, and manage their wealth. Their target clients... Read More
