Our Team

INVESTMENTS

James Bonaccorsi
Office: 781-461-8008
jim@nextera-wealth.com

Jim, founder of NEWM, has been helping clients achieve their financial goals for forty years. Jim combines his expertise in investment management along with his prior background as an Enrolled Agent to achieve strong financial results for clients.

Jim obtained his Bachelor of Science in Business Administration from Merrimack College and Master of Business Administration from Babson College.

Ryan van Weezel, CRPC®
Office: 781-461-8008
Cell: 617-794-7779
ryan@nextera-wealth.com

Ryan joined NEWM in 2019 and has over 17 years of experience in financial services. Ryan focuses his time and energy partnering with individuals, families and businesses to understand their financial goals and custom tailor strategies to help achieve those goals.

He is a Chartered Retirement Planning Counselor CRPC® designee, a designation reserved for those who successfully complete a study program and exam centered on pre-and post-retirement needs of individuals.

When not at work, Ryan enjoys boating, traveling, being outdoors and spending time with his wife Adriana, daughter Gracie and Labradoodle Cabot.

TAX & CPA SERVICES *

Kate Jordan, CPA
Office: 781-461-8008
Cell: 508-446-1305
kate@nextera-wealth.com

Kate joined NEWM in 2022, bringing over 12 years of experience in tax consulting, tax law and IRS procedure from the public accounting firm, PricewaterhouseCoopers. At NEWM, Kate partners with individuals, families, businesses and non-profits on their tax strategies and compliance as part of their overall financial goals.

Kate is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants (AICPA) and the Massachusetts Society of Certified Public Accountants (MSCPA). Kate obtained her Bachelor of Science degree in Accountancy and Master of Science degree in Taxation from Bentley University.

In her spare time, Kate enjoys spending time with her family, traveling to new places, playing field hockey and exploring her South Boston neighborhood with her dog, Bailey.

FINRA / SIPC

Securities and advisory services offered through LPL Financial, a registered investment advisor.  Member FINRA / SIPC.  The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are licensed.  No offers may be made or accepted from any resident of any other state.

* LPL Financial and its representatives do not provide tax or legal advice. Tax advice provided solely by NEXT Era Wealth Management.  Kate Jordan is not affiliated with Cadaret Grant & Co, Inc and can provide tax representation.