Northeast Wealth Management

10/09/2026

We’re incredibly grateful for the response to our recent dinner workshops at East Bay Grille, where we explored an important question:

Is the financial plan that worked for your family yesterday still designed to protect your family tomorrow?
Our conversation, “Has Your Wealth, Estate & Financial Plan Become Obsolete? The Hidden Risks Quietly Threatening Successful Families,” sparked tremendous interest, and the demand was so strong that we added a third evening.

More than anything, these gatherings gave us the opportunity to sit across the table from successful families, hear their questions and concerns, and discuss the often-overlooked risks that can impact wealth, estates, and long-term financial security.

To everyone who joined us, shared a conversation, asked a thoughtful question, or simply spent an evening with us, thank you.

Your engagement made these evenings truly special, and we’re honored to have had the opportunity to connect with so many families and discuss what matters most: protecting the people, wealth, and legacy you’ve worked so hard to build.

08/12/2026

📅 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.

🍽️ Dinner Workshop
📍 East Bay Grille
📅 September 16th or 21st
⏰ 6:00PM

Save the date and stay tuned for more details!

07/29/2026

College move-in season is about more than dorm essentials, schedules, and care packages. It’s also a good time to make sure your student is prepared for the unexpected. 🎓

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 behalf… even in an emergency.

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

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

They’re ready for college. Make sure you’re both ready for the unexpected.

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

07/08/2026

What an incredible few evenings at East Bay Grille! Thank you to everyone who joined us for our dinner workshop, "𝐇𝐚𝐬 𝐘𝐨𝐮𝐫 𝐖𝐞𝐚𝐥𝐭𝐡, 𝐄𝐬𝐭𝐚𝐭𝐞 & 𝐅𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐏𝐥𝐚𝐧 𝐁𝐞𝐜𝐨𝐦𝐞 𝐎𝐛𝐬𝐨𝐥𝐞𝐭𝐞? 𝐓𝐡𝐞 𝐇𝐢𝐝𝐝𝐞𝐧 𝐑𝐢𝐬𝐤𝐬 𝐐𝐮𝐢𝐞𝐭𝐥𝐲 𝐓𝐡𝐫𝐞𝐚𝐭𝐞𝐧𝐢𝐧𝐠 𝐒𝐮𝐜𝐜𝐞𝐬𝐬𝐟𝐮𝐥 𝐅𝐚𝐦𝐢𝐥𝐢𝐞𝐬"

The response exceeded all expectations—what began as two events quickly expanded to three due to 𝐨𝐯𝐞𝐫𝐰𝐡𝐞𝐥𝐦𝐢𝐧𝐠 𝐝𝐞𝐦𝐚𝐧𝐝. 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! 👏🥳

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 table—we appreciate the chance to get to know you and learn more about what matters most to you. We’re already looking forward to next year!

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

- Jim Moniz & Kate Leonard

04/17/2026

We’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 12–4 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, we’d love to meet you!

03/26/2026

𝐓𝐡𝐞 𝐒𝐪𝐮𝐚𝐧𝐝𝐞𝐫𝐞𝐝 𝐋𝐞𝐠𝐚𝐜𝐲 𝐓𝐫𝐚𝐩: 𝐇𝐨𝐰 𝐰𝐞𝐚𝐥𝐭𝐡𝐲 𝐟𝐚𝐦𝐢𝐥𝐢𝐞𝐬 𝐚𝐜𝐜𝐢𝐝𝐞𝐧𝐭𝐚𝐥𝐥𝐲 𝐥𝐨𝐬𝐞 𝐦𝐢𝐥𝐥𝐢𝐨𝐧𝐬

What do you think is the 𝐛𝐢𝐠𝐠𝐞𝐬𝐭 𝐭𝐡𝐫𝐞𝐚𝐭 𝐭𝐨 𝐲𝐨𝐮𝐫 𝐰𝐞𝐚𝐥𝐭𝐡?

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

But after years of working with successful families, we've learned that the 𝐥𝐚𝐫𝐠𝐞𝐬𝐭 𝐫𝐢𝐬𝐤 𝐭𝐨 𝐰𝐞𝐚𝐥𝐭𝐡 𝐮𝐬𝐮𝐚𝐥𝐥𝐲 𝐢𝐬𝐧’𝐭 𝐭𝐡𝐞 𝐦𝐚𝐫𝐤𝐞𝐭 𝐚𝐭 𝐚𝐥𝐥. 𝐈𝐭’𝐬 𝐩𝐨𝐨𝐫 𝐜𝐨𝐨𝐫𝐝𝐢𝐧𝐚𝐭𝐢𝐨𝐧, 𝐑𝐢𝐬𝐤𝐬 𝐥𝐮𝐫𝐤𝐢𝐧𝐠 𝐚𝐧𝐝 𝐢𝐧𝐜𝐨𝐦𝐩𝐥𝐞𝐭𝐞 𝐩𝐥𝐚𝐧𝐧𝐢𝐧𝐠.

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

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

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

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