MODERN WEALTH MANAGEMENT FOR THE 21ST CENTURY

We’ve optimized our processes and services to best serve today’s investor. From the moment you join the Northeast Investment Group, we’ll learn your needs and help you strategize your goals so we can offer you an investment plan that is customized, transparent and actionable. Most importantly, we’ll provide you with the information and tools that are meant to put you in the best position to safeguard and help grow your wealth.

Whether you need Financial Planning and Investment Management or you’re just starting to save and simply want our guidance, we’re here for you.

HOW WE BUILD WEALTH

THE NORTHEAST INVESTMENT GROUP PROCESS

 

 

CONVERSATION

Meet you and hear your story

Get to know your reason for meeting

You do all the talking

Our first step to building a relationship

 

NEW CLIENT INTERVIEW

Gather financial data

Gather emotional and value driven data

Discuss and learn your “Why”

 

FINANCIAL PLAN & STRATEGY

Recommendations

Risk evaluation

Financial plan

Implementation

 

COMMUNICATION & REVIEW

How often do you want to talk? 


Build a communication schedule that works with your life.

 

SERVICE & EDUCATION

We continually strive to serve you better

and provide resources to help you build the future you want