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About Us

Northeast Wealth Planners was founded by Daniel V. Wilson, CFP®, CLU®. Our team has more than 25 years of experience helping clients build wealth. In today's world of fast-paced life and information, it can become overwhelming for anyone to go it alone. Our primary goal is to help educate our clients on all the options and strategies available to them so they can maximize their wealth potential. At Northeast Wealth Planners, we believe financial decisions can not be made in a vacuum and all planning should be done with a macro view. With every choice,there are intended and unintended consequences, so being informed during the decision-making process helps provide confidence that you will reach your family's wants and desires.

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