OUR MISSION & VALUES
Northeast Private Client Group partners with clients through long-term trusted relationships. We provide tailored, objective and thoughtful advice designed to provide clients with confidence and reassurance. This allows them to pursue their passions, dreams and goals.
A TEAM COMMITTED TO YOUR FINANCIAL FUTURE
Northeast Private Client Group is a distinguished boutique financial advisory firm, driven by a profound commitment to our guiding principles, which enable us to consistently deliver exceptional results.
As strategic business advisors and critical thinkers, we are dedicated to empowering entrepreneurs and professionals in the pursuit of genuine and often multigenerational wealth.
Our firm was established on the foundational belief that true success is achieved through attentive listening and proactive engagement, allowing us to guide our clients toward enduring financial equilibrium.
Partners
Management
Representatives
CLIENT SERVICES AND TEAM SPECIALISTS
Angelica Rivamonte
Project Marketing Manager
Advisor Team
Medical Professional
Peter W. Rugg, MD, FACEP
Medical Director