For more than thirty years, Jim Moniz has been committed to providing financial advice based on recent developments in taxation, the economy, investment results, and timely research.

Jim started Northeast Wealth Management with the goal to become the standard of the Wealth Management Industry. Northeast Wealth Management focuses on the needs of high net-worth individuals and successful professionals, tailoring financial programs to help them determine and progress toward their objectives.

Jim is a sought-after speaker due to his extensive background and knowledge of the financial, estate, business and retirement planning fields. Jim conducts education programs for Accountants, Attorneys, and Financial Planners. His lecture "Doctors in Debt," has been presented to the graduating class of the Harvard Medical School.

As dedicated as Jim is to his clients, his greatest source of pride is his family. Jim resides in Plymouth, Massachusetts with his wife, Kate, and their two children, Erin and Sam. In his leisure