Northeast Wealth Management

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๐Ÿ“… Save the Date!Has Your Wealth, Estate, and Financial Plan Become Obsolete?Join us for an engaging evening exploring Th...
08/12/2026

๐Ÿ“… Save the Date!

Has Your Wealth, Estate, and Financial Plan Become Obsolete?
Join us for an engaging evening exploring The Hidden Risks Quietly Threatening Successful Families - and what you can do to stay ahead.

๐Ÿฝ๏ธ Dinner Workshop
๐Ÿ“ East Bay Grille
๐Ÿ“… September 16th or 21st
โฐ 6:00PM

Save the date and stay tuned for more details!

College move-in season is about more than dorm essentials, schedules, and care packages. Itโ€™s also a good time to make s...
07/29/2026

College move-in season is about more than dorm essentials, schedules, and care packages. Itโ€™s also a good time to make sure your student is prepared for the unexpected. ๐ŸŽ“

Once your child turns 18, parents may no longer automatically have the authority to make medical decisions or handle certain legal and financial matters on their behalfโ€ฆ even in an emergency.

Before move-in day, consider putting two important documents in place:
๐Ÿ’™ Health Care Proxy โ€” Allows your student to name a trusted adult to make medical decisions if theyโ€™re unable to do so.
๐Ÿ’› Power of Attorney โ€” Gives a trusted adult the ability to assist with important legal and financial matters when needed.

Itโ€™s a simple step that can provide valuable peace of mind as they head into this exciting new chapter.

Theyโ€™re ready for college. Make sure youโ€™re both ready for the unexpected.

Visit www.northeastwealthmanagement.com to learn more and get started.

What an incredible few evenings at East Bay Grille! Thank you to everyone who joined us for our dinner workshop, "๐‡๐š๐ฌ ๐˜...
07/08/2026

What an incredible few evenings at East Bay Grille! Thank you to everyone who joined us for our dinner workshop, "๐‡๐š๐ฌ ๐˜๐จ๐ฎ๐ซ ๐–๐ž๐š๐ฅ๐ญ๐ก, ๐„๐ฌ๐ญ๐š๐ญ๐ž & ๐…๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐๐ฅ๐š๐ง ๐๐ž๐œ๐จ๐ฆ๐ž ๐Ž๐›๐ฌ๐จ๐ฅ๐ž๐ญ๐ž? ๐“๐ก๐ž ๐‡๐ข๐๐๐ž๐ง ๐‘๐ข๐ฌ๐ค๐ฌ ๐๐ฎ๐ข๐ž๐ญ๐ฅ๐ฒ ๐“๐ก๐ซ๐ž๐š๐ญ๐ž๐ง๐ข๐ง๐  ๐’๐ฎ๐œ๐œ๐ž๐ฌ๐ฌ๐Ÿ๐ฎ๐ฅ ๐…๐š๐ฆ๐ข๐ฅ๐ข๐ž๐ฌ"

The response exceeded all expectationsโ€”what began as two events quickly expanded to three due to ๐จ๐ฏ๐ž๐ซ๐ฐ๐ก๐ž๐ฅ๐ฆ๐ข๐ง๐  ๐๐ž๐ฆ๐š๐ง๐. We were grateful for the opportunity to connect with so many families, share valuable insights, and have meaningful conversations about protecting what matters most.

Thank you to everyone who attended and helped make these workshops such a success. We look forward to seeing you at our next event in September!

04/23/2026

Congrats to Guilande Alexandre from Home Helpers Home Care - you're our giveaway winner! ๐Ÿ‘๐Ÿฅณ

We had a fantastic time representing Northeast Wealth Management at the Plymouth Area Chamber of Commerce Business Expo!...
04/22/2026

We had a fantastic time representing Northeast Wealth Management at the Plymouth Area Chamber of Commerce Business Expo!

It was a great opportunity to connect with fellow local businesses, meet members of the community, and have meaningful conversations about financial planning and long-term goals. Events like this remind us how strong and supportive the local business community truly is.

Thank you to everyone who stopped by our tableโ€”we appreciate the chance to get to know you and learn more about what matters most to you. Weโ€™re already looking forward to next year!

**Stay tuned - we'll be announcing the winners of our giveaway soon!

- Jim Moniz & Kate Leonard

Weโ€™re excited to announce that Northeast Wealth Management will be a featured exhibitor at the Plymouth Area Chamber of ...
04/17/2026

Weโ€™re excited to announce that Northeast Wealth Management will be a featured exhibitor at the Plymouth Area Chamber of Commerce 2026 Business Expo!

Join us TODAY - April 17th from 12โ€“4 PM at Hotel 1620 Plymouth Harbor to connect, learn, and explore how we help individuals and businesses build smarter financial futures.

Stop by our booth, weโ€™d love to meet you!

๐“๐ก๐ž ๐’๐ช๐ฎ๐š๐ง๐๐ž๐ซ๐ž๐ ๐‹๐ž๐ ๐š๐œ๐ฒ ๐“๐ซ๐š๐ฉ: ๐‡๐จ๐ฐ ๐ฐ๐ž๐š๐ฅ๐ญ๐ก๐ฒ ๐Ÿ๐š๐ฆ๐ข๐ฅ๐ข๐ž๐ฌ ๐š๐œ๐œ๐ข๐๐ž๐ง๐ญ๐š๐ฅ๐ฅ๐ฒ ๐ฅ๐จ๐ฌ๐ž ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง๐ฌWhat do you think is the ๐›๐ข๐ ๐ ๐ž๐ฌ๐ญ ๐ญ๐ก๐ซ๐ž๐š๐ญ ๐ญ๐จ ๐ฒ๐จ...
03/26/2026

๐“๐ก๐ž ๐’๐ช๐ฎ๐š๐ง๐๐ž๐ซ๐ž๐ ๐‹๐ž๐ ๐š๐œ๐ฒ ๐“๐ซ๐š๐ฉ: ๐‡๐จ๐ฐ ๐ฐ๐ž๐š๐ฅ๐ญ๐ก๐ฒ ๐Ÿ๐š๐ฆ๐ข๐ฅ๐ข๐ž๐ฌ ๐š๐œ๐œ๐ข๐๐ž๐ง๐ญ๐š๐ฅ๐ฅ๐ฒ ๐ฅ๐จ๐ฌ๐ž ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง๐ฌ

What do you think is the ๐›๐ข๐ ๐ ๐ž๐ฌ๐ญ ๐ญ๐ก๐ซ๐ž๐š๐ญ ๐ญ๐จ ๐ฒ๐จ๐ฎ๐ซ ๐ฐ๐ž๐š๐ฅ๐ญ๐ก?

Most people immediately say the stock market...maybe inflation... or taxes.

But after years of working with successful families, we've learned that the ๐ฅ๐š๐ซ๐ ๐ž๐ฌ๐ญ ๐ซ๐ข๐ฌ๐ค ๐ญ๐จ ๐ฐ๐ž๐š๐ฅ๐ญ๐ก ๐ฎ๐ฌ๐ฎ๐š๐ฅ๐ฅ๐ฒ ๐ข๐ฌ๐งโ€™๐ญ ๐ญ๐ก๐ž ๐ฆ๐š๐ซ๐ค๐ž๐ญ ๐š๐ญ ๐š๐ฅ๐ฅ. ๐ˆ๐ญโ€™๐ฌ ๐ฉ๐จ๐จ๐ซ ๐œ๐จ๐จ๐ซ๐๐ข๐ง๐š๐ญ๐ข๐จ๐ง, ๐‘๐ข๐ฌ๐ค๐ฌ ๐ฅ๐ฎ๐ซ๐ค๐ข๐ง๐  ๐š๐ง๐ ๐ข๐ง๐œ๐จ๐ฆ๐ฉ๐ฅ๐ž๐ญ๐ž ๐ฉ๐ฅ๐š๐ง๐ง๐ข๐ง๐ .

Our Legacy Planning Review Includes:
โ€ข Estate Plan Coordination Review
โ€ข Beneficiary and Asset Tilting Review
โ€ข Tax Efficiency Analysis
โ€ข Legacy Stress Test
โ€ข Family Planning Discussion

Schedule your Complimentary Consultation today: https://calendar.linktivity.net/JimMoniz

A proactive retirement plan review can reduce liability, improve employee outcomes, and potentially lower plan costs.
03/26/2026

A proactive retirement plan review can reduce liability, improve employee outcomes, and potentially lower plan costs.

Stop overpaying on fees & patch costly "leaks" FREE PDF

A proactive retirement plan review can reduce liability, improve employee outcomes, and potentially lower plan costs.
03/19/2026

A proactive retirement plan review can reduce liability, improve employee outcomes, and potentially lower plan costs.

Avoid costly IRS and DOL fines from compliance hiccups

A proactive retirement plan review can reduce liability, improve employee outcomes, and potentially lower plan costs.
03/12/2026

A proactive retirement plan review can reduce liability, improve employee outcomes, and potentially lower plan costs.

TIME-SENSITIVE: 3 costly threats to avoid (FREE GUIDE)

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34 Main Street Extension, Suite 303
Plymouth, MA
02360

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