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Client Centered

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.

U.S. Personal Savings Rate

U.S. Personal Savings Rate

What can be learned from the savings rate?
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Jane Bond: Infiltrating the Market

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.
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How Long Will Your Money Last?

How Long Will Your Money Last?

See how long a lump sum of savings could last based on your withdrawal rate and return.
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