Northeast Wealth Management

Services Offered

• Family office services
• Wealth management
• Financial planning
• Exit strategy development

About

Northeast Wealth Management is a financial planning firm located in Plymouth, Massachusetts. They provide family office services tailored to clients who may not have traditional investable assets or the means to afford typical costs associated with such services. Their unique 'Legacy Vision Approach™' focuses on minimizing wealth loss and developing exit strategies that support clients and their families. The firm collaborates with estate planning attorneys, CPAs, business brokers, and business attorneys to enhance their service offerings.

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