Kim C.
7/3/2023
Jim and Kate offer an exceptional and forward-thinking wealth management service and concept to their clients. Often overlooked is a person's strongly entrenched beliefs about money and investing....
Northeast Wealth Management
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34 Main Street Ext Ste 303
Plymouth, MA 02360
Northeast Wealth Management, founded by Jim Moniz and Kate Leonard, is dedicated to helping clients achieve the legacy they envision for themselves, their families, and their communities. Utilizing their unique Legacy Vision Approach, the firm offers a comprehensive suite of services including wealth management, investment planning, retirement planning, and tailored financial strategies for business owners.
The company adopts a holistic approach that encompasses not just asset management but also tax, legal, estate, and healthcare planning. Emphasizing open communication, Northeast Wealth Management prioritizes understanding clients' financial goals and concerns to provide personalized recommendations that foster confidence and long-term success.
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