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Northeast Wealth Management

Northeast Wealth Management

Created by JimMoniz on 09/12/2014
Updated on 09/12/2014
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Address:
50 Braintree Hill Office Park Suite 109
Braintree, MA 02184

Phone:(781) 356-2969

Fax:(781) 380-0578

Website:
www.northeastwealthmanagement.com

Contact Email:
jmoniz@corebusinessgroup.com

Payment Accepted:
Cash, Check, Visa, Master Card, American Express

Hours:
Monday through Friday 9 am to 4 pm

Description:
The Legacy Vision Approach helps you achieve the legacy you envision for you, your family, and your community. Created by James E. Moniz, MSFS, The Legacy Vision Approach will help you create and preserve your wealth, allow your wealth to have a positive impact on your family, and achieve your goals and desires. When you have worked through the Legacy Vision Approach you will: Have a clear and well-defined estate and wealth management program that will be directed by the legacy that you envision Be able to direct your personal and financial goals in a way that has the greatest impact Have confidence knowing that you have a professional team of advisors working together Have the legacy you envision for you, your family, and your community.

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