Northeast Wealth Management of Guilderland

Northeast Wealth Management of Guilderland is a wealth management firm in Guilderland, New York, serving high net-worth individuals, successful professionals, and families seeking comprehensive financial planning. The firm specializes in investment planning, retirement planning, financial planning for business owners, succession planning, and risk mitigation, all guided by its proprietary Legacy Vision Approach™. This method emphasizes long-term wealth creation, preservation, and the achievement of personal and family goals. With a 5.00 rating, the firm is recognized for its client-focused service and trusted guidance across the region.

The firm was founded by Jim Moniz and Dr. Kate Leonard, who bring decades of combined experience in financial planning and clinical psychology. Jim, a seasoned financial advisor with over 35 years of experience, focuses on estate, tax, and retirement planning, while Kate leverages her background in psychology to help clients navigate emotional and cognitive biases in financial decision-making. Their holistic process integrates investment management with legal, tax, health care, and family needs planning, replicating the services of a private family office for clients who may not have the assets to afford traditional models. The firm emphasizes open communication, personalized strategies, and ongoing education to ensure clients feel confident and informed.

Located on Executive Park Drive, the firm sits just a short distance from Farnsworth Middle School and the Hiawatha Trails Executive Golf Course, with State Farm Road nearby. It is also within a quarter-mile of Christ The King Catholic School and the Kaikout Kill creek, placing it in a well-established, accessible part of Guilderland.

Northeast Wealth Management is known for its deep expertise, client-centered philosophy, and consistent delivery of tailored financial strategies. The firm’s strong reputation is reflected in its high client satisfaction and its ability to guide clients through complex financial transitions with clarity and care. Its well-documented presence online and optimized digital footprint further reinforce its credibility and accessibility.

As a trusted financial partner in Guilderland, the firm stands out for its commitment to long-term family legacy, blending financial acumen with psychological insight to help clients build lasting security.