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 in-depth experience and provides:
- Expert Financial Advice
- Multipronged Services
- Licensed Financial Experts
- In-Depth Analysis
- Timely Solutions
Medicaid Planning Service
Planning for elder healthcare is one of the most complex issues families face. Healthcare costs can be catastrophic to assets when there is a lack of planning. Northeast Wealth Management is an expert in managing all types of financial situations. With preplanning, we are able to protect assets while still providing the best quality of care. To learn more give us a call!
Qualifying for Medicaid
We are able to assist with clients who are suffering serious illness. Our first concern is quality of care. We help clients and families manage home healthcare, assisted living, nursing home and hospice care. Northeast wealth management is an expert in planning in this most critical area.
Financial Management Services
when health issues require significant financial outlay, Northeast wealth management can help find solutions. We help protect assets and find solutions that ultimately lead to you or a family member being able to meet the financial requirements of Medicaid. We know our way around any financial complication that you might be dealing with. So don’t wait up and number!