Financial Advisors
Plymouth, MA
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.
Ideal for: Business owners and entrepreneurs, Pre-retirees and retirees, High-net-worth families, Individuals seeking comprehensive financial strategy
Service area: Plymouth, MA and surrounding towns
Legacy Vision Approach™: Their proprietary methodology integrates investment management with tax, legal, estate, healthcare, and family planning—delivering family office-level services at accessible pricing.
Business Owner Expertise: Specialized services for entrepreneurs including financial planning at startup, succession planning, and strategic business exit planning.
Holistic Planning Focus: Goes beyond investments to address Social Security optimization, longevity planning, inflation strategies, and multi-generational wealth preservation.
Address: 34 Main St Ext Suite 303, Plymouth, MA 02360
Phone: (781) 356-2969
Website: northeastwealthmanagement.com
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