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
Tax Advisor Service
Plan your taxes carefully and hire NorthEast Wealth Management. You can minimize your taxes by keeping yourself snugly fit inside the legal jurisdiction. NorthEast Wealth Management offers you expert advice on understanding, estimating, and minimizing your taxes without the slightest error. We have a certified team of financial advisors in Norwell MA to help you estimate the total taxes your pay on an annual basis. It also includes liabilities as well as state taxes to make you more aware and add up your savings in the process.
Roth IRA Service
NorthEast Wealth Management is here to set up a Roth IRA (individual retirement account) to add up your savings. NorthEast Wealth Management in Norwell MA provides you with an all-out analysis of your Roth IRA. To avoid paying an extra amount on your withdrawals after retirement you can get a Roth IRA to give you more financial freedom. You can achieve tax-free growth, tax-free withdrawals, and avoid minimum distributions by setting up a Roth IRA. So, if you are an early bird, we can help you catch the worm.
Investment Management Service
Expand your wealth by increasing your investments. NorthEast Wealth Management can help you locate your assets, smooth out your financial statement analysis. You can also manage your stock selection, supervise your investments, and plan a portfolio strategy for the future. If you are living in Norwell MA you can easily access NorthEast Wealth Management whenever and wherever you want. You can increase your savings manifold by calling us right now!