We exist to help our clients:
- By minimizing loss of wealthdue to significant market downturns, due to excessive capital gains taxes or wealth transfer taxes, as well as from the potential frivolous and/or fraudulent lawsuits that come from being a wealthy target.
- By restoring your time. Too often, professionals are hired when the metaphorical house is on fire. Often that professional is the wrong fit and the fire gets bigger. We do our due diligence for you in an effort to prevent the fire in the first place.
- By providing this service with the utmost privacy and discretion. Nobody will know we have a working relationship with you and your identifying information will not be shared with an outside list service – ever!”
- Many of our clients are business owners. We specialize in succession transition and exit planning. We work with family businesses to make transitions effective. We help with governance of the business. Many employees are interested in potential equity in the business. We are able to determine the most effective way to determine if equity is an effective or desired transaction.
Securities offered through Supreme Alliance LLC, Broker/Dealer, RIA, Member FINRA
Our Diverse Services
- Retirement Planning
- Estate Planning
- Medicaid Planning
- Investment Management
- Tax Planning
- Business Planning
- Business Owner Exit and Succession Planning
Why Hire Us
North East Wealth Management has in-depth experience and provides:
- Expert Financial Advice
- Multipronged Services
- Licensed Financial Experts
- In-Depth Analysis
- Timely Solutions
Life Insurance Service
Allow NorthEast Wealth Management to resolve all your doubts. Our life insurance policy service takes care of your loved ones when you are no longer present to take care of them. We provide easy payments, especially in Braintree MA. You can secure the future of your spouse by getting a life insurance policy for both. We know that the costs can be overwhelming, that is why we provide you with easy installment and plausible policies.
Retirement Planning Service
You can enjoy life even after retirement. NorthEast Wealth Management offers multiple retirement planning services, especially in Braintree MA. Our retirement planning service keeps your assets in check so you can draw on them later. We help you in analyzing your sources of income, calculate expenses, and cash flows. We also provide a savings program to safeguard your wealth until you retire.
Estate Planning Service
NorthEast Wealth Management offers the best estate management possibilities in Braintree MA. We help you determine whether you want to direct your estate towards a certain relative or acquaintance and how the transfer will be carried out. You can also minimize the taxes that your family members will have to pay after your death. Planning your estate wealth with NorthEast Wealth Management will ensure that all your assets are going to the right people. Give us a Call!