SERVICES

We provide comprehensive financial services designed to help you navigate today’s challenges and secure your financial future.

Business Development

Take Your Business to the Next Level

Building a strong business is one of the best investments an entrepreneur can make. From hiring and retaining top talent to building a healthy culture and understanding your competition, we help our clients tackle critical issues to help drive long-term growth. We work with business owners on a future-looking mindset, helping them to develop and identify skills and strategies needed to thrive not only today but tomorrow, too. When it comes time for succession planning, an outright sale, or moving on to your next venture, we provide the transformational support and guidance to help maximize and protect the equity you worked so hard to build.

Retirement Planning

So Much More Than Your 401K

When planning your retirement, we consider alternative, smart retirement assets that set you up with a series of assets that allow you optionality in retirement to handle seen and unforeseen life events. We consider the entirety of your plan so that it takes care of you through your retirement and your loved ones after you pass in the form of a wealth transfer. At Northeast Private Client Group, you will work with forward-thinking, long term strategists…not short-term thinkers. Every retirement plan we recommend always starts with sitting down with you to fully understand your personal and financial goals, life stage, family life, risk appetite, and preferences.

Investment Services

A Refreshing Approach to Portfolio Design

Your investment portfolio is meant to be your bedrock savings asset that allows you to withstand times in which your personal earnings may go down. We take a holistic, forward-looking, relationship-based approach to designing an individualized portfolio that mindfully balances your personal financial objectives and family with market forces. We never create cookie-cutter cutter portfolios and unlike most boutique financial advisory firms, we have in-house, highly experienced portfolio managers with decades of experience designing and managing investment portfolios.

Estate Planning

Ensure a Seamless Transfer of Your Assets

Achieving multigenerational wealth requires a thoughtful estate plan that is tailored to your desires. Through our in-house estate planning financial professionals and tight network of top estate planning attorneys and tax specialists, we have a team in place through your whole estate planning journey. The goals are always the same: to achieve your desires, preserve your legacy, and maximize the benefits of the gifts you bestow.

Wealth & Asset Protection

Protect Your Assets with the Right Tools and Strategies

You have worked years, decades perhaps, to accumulate wealth, real estate, and assets for you and your family. All of it can be threatened with a blink of an eye with a lawsuit, settlement negotiation or creditor claim. With the right tools and strategies based on your personal situation, we build a shield to best protect your assets so you can rest easier. Waiting until disaster strikes may be too late. We encourage you to speak to one of our asset protection advisors today to review your situation and identify the right protection shield for you.

INSURANCE SERVICES

A Holistic Approach to Insurance

Your insurance should reflect your goals. We listen first and get to know you on a deeper level before recommending a custom insurance solution. For thirty-eight years and counting, we’ve established a trusted network of more than fifty life and disability carriers in forty+ states and we continue to broaden our reach every day. Our reputation among carriers gives our clients enormous leverage, taking the hassle out of securing the right coverage for you.

Managing Your Wealth Today

We are active allocators. We believe that capital markets are efficient and enduring but also unforgiving. This is especially true in the wake of poor investor behavior. We believe clients should be strategically focused on the long-term and tactically opportunistic in the near-term. Also, we believe protection against the inevitable challenges and changes that life brings is essential.

Planning For Your Future

Through a strategically developed plan built upon carefully crafted solutions, we help our clients achieve what is most important while solving for their greatest concerns. By creating enduring long- term relationships, we travel along the path with our clients, personally making their success our success.

Business Planning

Building a strong business is the one of the best investments an entrepreneur can make. As entrepreneurs ourselves, we understand first-hand the risks, opportunities, and challenges you face. We encourage business owners to begin with the end in mind and help them to develop and identify the skills needed to thrive, compete, and overcome today’s challenges. When it comes time for succession planning, mergers, or an outright sale, we provide the transformational support and guidance to help maximize and protect the equity that took a lifetime to accumulate.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

info@northeastprivate.com | (973) 422-9140