Client Centered
Northeast Wealth Solutions is a fee based financial services 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.
Find That Lost Retirement Account
With over 24 million “forgotten” 401(k) accounts, you may be surprised to learn of your unclaimed “found” money.
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A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
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Roth IRA for Kids
Learn about the benefits and requirements of opening a Roth IRA for kids.
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