Northeast Wealth Management of Duxbury

Northeast Wealth Management of Duxbury is a wealth management firm in Duxbury, MA, located at 34 Main St Ext Suite 303. The firm provides wealth management and risk mitigation, investment planning, retirement planning, financial planning for business owners, succession planning for business owners, and social security resources. It serves high net-worth families, individuals, and successful professionals. The business holds a 5.00 rating based on customer reviews.

Jim Moniz and Dr. Kate Leonard developed the Legacy Vision Approach™, a holistic method that replicates family office services for clients who may not have the investable assets to afford traditional family office models. The process relies on open communication and timely discussions to help clients prioritize and achieve their goals. The firm’s approach integrates investment management with a focus on tax, legal, estate, retirement, health care, and family needs planning.

Jim Moniz brings more than 35 years of experience in the design, planning, and management of complex estate and financial plans. He holds an MSFS and has been inducted into the John Hancock Hall of Fame for performing in the top 25 of his career. Jim conducts education programs for accountants, attorneys, and financial planners, and has presented lectures such as "Doctors in Debt" to the graduating class of Harvard Medical School. He is also committed to educating colleagues working toward Chartered Financial Consultant, Chartered Life Underwriter, and Certified Financial Planner designations.

Dr. Kate Leonard contributes over 30 years of experience as a clinical psychologist to the firm. She helps clients work through ineffective distractions and biases that can impact financial decision-making. Her focus includes special needs planning, disability, estate settlement, and long-term health care issues. By clarifying and prioritizing client values, she assists families in navigating difficult financial decisions within the context of their life experiences and beliefs.

Northeast Wealth Management of Duxbury combines deep financial expertise with psychological insight to help residents of Duxbury, MA, create and preserve their wealth for their families and communities.

BizScoreAI awards Northeast Wealth Management of Duxbury a Schema & Structure score of 100 out of 100. This excellent rating confirms the website uses structured data and clear headings so AI assistants and search engines understand the firm's services. The business also achieves a Technical score of 81 out of 100. This strong result shows the site is secure and indexable, allowing search engines to read it without errors.