Prepare for Medicaid Issues

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

Northeast Wealth Management has an in-depth experience and provides:

• Expert Financial Advice
• Multipronged Services
• Licensed Financial Experts
• In-Depth Analysis
• Timely Solutions