Trade show arrangement, Exposition operation, Financial consultant
Northeast Visionlink
Northeast Wealth Management, founded by Jim Moniz and Dr. Kate Leonard, offers comprehensive financial services designed to help clients achieve their desired legacy for themselves, their families, and their communities. Utilizing the Legacy Vision Approach, they emphasize a holistic strategy that encompasses investment management, tax, legal, estate, retirement, healthcare, and family needs planning.
The firm aims to provide family office services to clients who may not have substantial investable assets, ensuring personalized financial strategies that foster open communication and understanding. With a focus on wealth management, retirement planning, and business owner financial services, Northeast Wealth Management is dedicated to helping clients navigate their financial journeys with confidence and clarity. Generated from the website
