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Our Company

Northeast Wealth Solutions is a fee based financial planning firm that provides asset management and investment planning services for individual, trust, corporate and qualified pension accounts.  Our roots go back to 1997, offering professional asset management to investors throughout the Northeast.  Over the ensuing years our highly disciplined approach to equity investing, market evaluation and risk management attracted a growing number of large individual investors and employee benefit plans seeking to preserve capital, accumulate wealth and control risk.

Today our team of skilled professionals still uses our origin concept to manage the assets entrusted to us by individuals and corporations from coast to coast.  We are proud to add that we can measure our success in terms of client satisfaction.  Our approach has resulted in noteworthy expansion and validates that our clients have achieved their objectives with rewarding consistency.