Northeast Wealth Management

Northeast Wealth Management, founded by Jim Moniz and Kate Leonard, provides comprehensive wealth management and financial planning services to individuals and business owners in Plymouth and the surrounding area. Their Legacy Vision Approach™ replicates family office services by combining investment management with tax, legal, estate, retirement, healthcare, and family planning. They specialize in retirement planning, succession planning for business owners, financial planning for entrepreneurs, and Social Security optimization—all delivered through open communication and personalized strategy development.