Core Business Group LLC is a Norwell-based company that offers a range of services to help individuals and businesses manage, create, and preserve their wealth. Led by Jim Moniz and Kate Leonard, the company's Legacy Vision Approach focuses on achieving clients' financial goals and wishes, while also making a positive impact on their families and communities. With a holistic approach that includes investment management, tax planning, estate planning, and more, Northeast Wealth Management aims to provide personalized and comprehensive solutions to its clients.
In addition to wealth management, Northeast Wealth Management also offers business consulting services through its Core Business Group division. This division assists entrepreneurial-oriented companies in growing, transitioning, and protecting their businesses, while aligning strategic plans with compensation and rewards strategies for key employees. With a team of experienced professionals, Northeast Wealth Management strives to provide excellent service and support to its clients, helping them navigate the complexities of financial planning and business management.
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