Northeast Wealth Management

I have known the principals of this firm for many years. They are highly educated and experienced in the world of wealth management. I have attended their seminars and they provide excellent information and a thorough scope of their field. Their listening skills afford them great attention to each client's personal perspective and financial situation. *****
Dec 24th, 2023

I started working with NE Wealth Management in 2008. Their office was in the same building that I worked in. I had a question about rolling over an IRA from a previous employer. We setup an appointment and the rest is history. Jim and Kate are great to work with. Most importantly to me is they listen to me. I would highly recommend NE Wealth Management for your estate and financial planning needs. Fifteen years later, I am now retiring with a healthy portfolio. I can't thank you both enough. Debi
Dec 11th, 2023

Jim and Kate are wonderful to work with. Over the past two years, they have treated us with personalized attention and have provided great financial insight. I have had some atypical investment scenarios occur related to my RSUs and Jim has gone the extra mile to help me sort them out. Jim is personable, professional, and incredibly knowledgable. I recommend considering Northeast Wealth Management for your own portfolio guidance whether you need wealth management, stock options, real estate investment, or financial planning assistance.
Oct 29th, 2023

I have worked with Northeast Wealth Management since 2004. We first met when I needed help with my mothers estate planning, then settling her estate. Since then we have worked on special needs planning for my disabled daughter, estate planning for my husband and I, then when I needed help with Alzheimer's care for my husband, Jim and Kate were right there with me, helping me find day care, then memory care and finally, unfortunately, support at his passing. Jim and Kate have become my support system when I feel overwhelmed and my trusted financial advisors when I need help with financial planning. They are more than a financial wealth management team, they are supportive, knowledgeable and trustworthy
Oct 26th, 2023