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.
A Primer on Dividends
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
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What Is a Roth 401(k)?
Roth 401(k) plans combine features of traditional 401(k) plans with those of a Roth IRA.
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