Northeast Wealth Management of Guilderland

Northeast Wealth Management of Guilderland is a wealth management firm in Guilderland, NY. The firm serves high net-worth families, individuals, and successful professionals by tailoring programs to help them determine and progress toward their financial objectives. Its services include wealth management and risk mitigation, investment planning, retirement planning, financial planning for business owners, and succession planning for business owners. The firm also offers social security resources and a women and finance education center. It holds a rating of 5.00 based on customer reviews.

The firm was created by Jim Moniz and Kate Leonard, who developed the Legacy Vision Approach to help clients manage, create, and preserve wealth. This approach replicates family office services for clients who may not have the assets or budget for a traditional family office model. The firm takes a holistic view that includes investment management alongside tax, legal, estate, retirement, health care, and family needs planning. Jim Moniz brings over 35 years of experience in designing complex estate and financial plans. He is a sought-after speaker who has presented to the graduating class of Harvard Medical School and was inducted into the John Hancock Hall of Fame. He also conducts education programs for accountants, attorneys, and financial planners. Kate Leonard, a clinical psychologist with over 30 years of experience, helps clients work through the emotional and cognitive challenges of financial decision-making. Her focus includes special needs planning, disability, estate settlement, and long-term health care issues. She helps clients clarify their values and minimize the impact of biases on their choices.

The office is located at 4 Executive Park Dr. It sits on Executive Park Drive, about a mile from State Farm Road, which is 0.1 miles away. Farnsworth Middle School is 0.3 miles from the office, and the Hiawatha Trails Executive Golf Course is also 0.3 miles away. An urgent care clinic is 0.4 miles distant, and the Kaikout Kill creek runs 0.4 miles from the site. Christ The King Catholic School is 0.4 miles away.

The firm is known for its positive rating from the customers who have reviewed it. Jim Moniz and Kate Leonard combine extensive financial expertise with clinical insight to serve the specific needs of their clients in Guilderland.