Northeast Private Wealth Management strives to deliver
optimal financial advice, strategies and solutions.
Integrity, experience and extensive resources are the
cornerstone of our practice. We are dedicated to helping
our clients define and achieve their objectives.
- Life Insurance
- Long Term Care Insurance
- Asset Management Due Diligence
- Business Succession Planning
- Captive Management Insurance Solutions
- Cash Management
- Corporate Retirement Plans
- Defined Contribution Plans
- Endowments and Foundations
- Executive Financial Services
- Lending Products
Northeast Private Wealth Management is pleased to provide BNY Mellon | Pershing as custodian to our clients. BNY Mellon | Pershing serves the foremost wealth managers, RIAs, family offices and investment advisors around the world. BNY Mellon was founded by Alexander Hamilton in 1784 and it is one of the world's oldest financial institutions.
With $45.5 trillion in assets under custody and/or administration and $2.3 trillion in assets under management, BNY Mellon is the largest custodian in the world. It is the trusted choice to protect clients' assets and offering proven investment services. BNY Mellon is a recognized leader for providing global financial solutions driven by industry expertise, innovative solutions and powerful technology. Our clients can have peace of mind in knowing that BNY Mellon | Pershing is safekeeping their assets.