Northeast Wealth Management

Northeast Wealth Management Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Northeast Wealth Management, Financial planner, 34 Main Street Extension, Suite 303, Plymouth, MA.

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)

If you sponsor a 401(k) or other qualified retirement plan, you carry fiduciary responsibility under Employee Retirement...
03/05/2026

If you sponsor a 401(k) or other qualified retirement plan, you carry fiduciary responsibility under Employee Retirement Income Security Act (ERISA). Many business owners donโ€™t realize: โ€ขExcessive fees can trigger compliance risk โ€ขInvestment lineups may not meet benchmarking standards โ€ขPlan design may not maximize tax advantages for owners โ€ขDocumentation and monitoring may be incomplete A proactive retirement plan review can reduce liability, improve employee outcomes, and potentially lower plan costs. Schedule a complimentary retirement plan evaluation today. Letโ€™s ensure your plan is working for your employees โ€” and protecting you as the sponsor.

Discover 3 costly threats & 2 hidden opportunities

Fall in Love with your Finances this Valentine's Day!
02/11/2026

Fall in Love with your Finances this Valentine's Day!

You think it canโ€™t be you, until it is. In a medical emergency, critical decisions may need to be made quickly. Without ...
01/16/2026

You think it canโ€™t be you, until it is. In a medical emergency, critical decisions may need to be made quickly. Without an updated and accurate Healthcare Proxy, rules and regulations can slow things down when time matters most.

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34 Main Street Extension, Suite 303
Plymouth, MA
02360

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