Core Business Group LLC

Core Business Group LLC, operated by Jim Moniz and Kate Leonard, provides comprehensive wealth management and financial planning services with a focus on helping individuals and families create, preserve, and manage their wealth. They utilize the Legacy Vision Approach to ensure a positive impact on clients' families and communities while implementing a holistic strategy that includes investment management, tax planning, and succession planning for business owners.

The firm prides itself on open communication and personalized attention, fostering strong relationships with clients to help them prioritize and achieve their financial goals. With a reputation for being supportive, knowledgeable, and trustworthy, Northeast Wealth Management is committed to guiding clients through all stages of financial planning and management.

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