Northeast Wealth Management Information

Northeast Wealth Management is a wealth management company that assists its clients in creating, preserving, and managing wealth, while planning their legacy. Located in Plymouth, Massachusetts, we replicate family office services for folks who may not have the investable assets or who might not be able to afford the costs and fees associated with the traditional “Family Office” model. We take a holistic approach that includes investment management but also includes a focus on tax, legal, estate, retirement, health care, and family needs planning. This is accomplished by means of our Legacy Vision Approach (TM). Referral sources include estate planning attorneys, CPAs, business brokers, and business attorneys. #wealthmanagement #familyoffice #investableassets #wealth #duediligence #completeprivacy #exitstrategy #businessowners #financialconsultant #currentmarkettrends #legacyvisionplan #financialgoals #personalgoals #wealthmanagement #legacy #estateplanningattorney #cpa #businessbroker #businessattorney