We exist to help our clients:
- By minimizing loss of wealth due 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 the 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
NorthEast Wealth Management has in-depth experience and provides:
- Expert Financial Advice
- Multipronged Services
- Licensed Financial Experts
- In-Depth Analysis
- Timely Solutions
Life Insurance Service
Take care of your loved ones with the help of NorthEast Wealth Management. Our life insurance agents take care of your loved ones when you are no longer present to take care of them. We provide easy payments, especially in Cohasset 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. Contact us now and get life insurance for seniors and retirees.
Revamp your lifestyle after you retire. NorthEast Wealth Management offers multiple retirement planning services. Our 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.
North East can help you with new estate planning. Our experts are well versed in new estate planning laws so we can 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 us will ensure that all your assets are going to the right people.