Northeast Wealth Management of Duxbury

Northeast Wealth Management of Duxbury is a wealth management firm serving high net-worth individuals, successful professionals, and families in Duxbury, Massachusetts. The firm specializes in personalized financial planning, investment strategy, retirement planning, and succession planning for business owners, all guided by the Legacy Vision Approach™. This comprehensive method integrates investment management with tax, estate, legal, and healthcare planning to help clients manage, create, and preserve wealth for lasting family and community impact. With a 5.00 rating and strong client feedback, the firm is recognized for its client-focused philosophy and deep expertise.

Founded by Jim Moniz and Dr. Kate Leonard, the firm combines decades of experience in financial planning and clinical psychology to address both the practical and emotional aspects of financial decision-making. Jim Moniz brings over 35 years of experience in designing complex financial and estate plans, while Dr. Leonard applies her 30 years of clinical psychology expertise to help clients navigate emotional biases and make clear, values-driven choices. Their collaborative approach emphasizes open communication, long-term planning, and education, supporting clients through life transitions with tailored strategies.

The firm is located at 34 Main St Ext Suite 303 in Duxbury, Massachusetts, situated on Main Street Extension. While no specific nearby landmarks are listed, the office is positioned within the town’s central business district, accessible to residents and professionals throughout the area. This location supports easy access for clients seeking personalized financial guidance in a trusted, local setting.

Northeast Wealth Management stands out for its holistic, client-centered model that replicates the services of a family office for those who may not have the resources for traditional private wealth management. The firm’s commitment to education, long-term planning, and emotional intelligence in financial decision-making reflects a deep dedication to helping clients achieve lasting financial security and legacy goals. In Duxbury, it is a trusted partner for individuals and families focused on building and preserving wealth with purpose.