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.
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Company Details
- Employees
- 3
- Founded
- -
- Address
- 34 Main Street Ext,
- Industry
- Investment Management
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll Other Financial Investment ActivitiesTrust, Fiduciary, and Custody ActivitiesMiscellaneous Financial Investment Activities
- HQ
- Plymouth, Massachusetts
Northeast Wealth Management Questions
Northeast Wealth Management's website is https://www.northeastwealthmanagement.com/
Northeast Wealth Management's LinkedIn profile is https://www.linkedin.com/company/northeast-wealth-management
Northeast Wealth Management has
3 employees.
View email and phone details for 3
employees at Northeast Wealth Management.
Northeast Wealth Management's industry is
Investment Management
Northeast Wealth Management's top competitors are
Rollins Counseling Center Llc,
Northeast Private Wealth Management,
Jhl Capital Holdings Llc,
Northeast Wealth,
Step Up Consulting Llc,
Step Up Consulting,
Step Up Consulting Inc.,
Ez,
Cotton Cuts, Llc,
Cesant Consulting Firm.
Northeast Wealth Management's categories are Investment Management
Northeast Wealth Management's founding year is 1977
