Modera wealth management, llc Review

About Modera wealth management, llc

Modera Wealth Management, LLC: Your Trusted Partner in Financial Planning

Modera Wealth Management, LLC is a leading financial planning firm that has been serving clients since 1983. Our team of certified wealth management and fiduciary financial advisors has helped thousands of clients achieve their financial goals through investment management, estate planning, risk management, income tax strategy, retirement planning and more.

At Modera Wealth Management, we believe that every client deserves personalized attention and tailored solutions to meet their unique needs. That's why we take the time to get to know our clients on a personal level before developing a comprehensive financial plan that aligns with their goals.

Our team of experts is committed to providing objective and transparent recommendations that are always in the best interest of our clients. As fee-only Registered Investment Advisers (RIA), we do not receive commissions or compensation from third-party providers for recommending specific products or services. This ensures that our advice is always unbiased and aligned with your best interests.

We understand that managing wealth can be complex and overwhelming at times. That's why we strive to make the process as simple as possible for our clients by providing clear communication throughout every step of the way. We work closely with you to develop a customized plan designed specifically for your unique situation.

Our services include:

Investment Management: Our investment strategies are designed to help you achieve your long-term financial goals while minimizing risk.

Estate Planning: We work with you to develop an estate plan that protects your assets and ensures they are distributed according to your wishes.

Risk Management: We help identify potential risks in your portfolio and implement strategies designed to minimize those risks.

Income Tax Strategy: Our team works closely with you throughout the year to develop tax-efficient strategies designed to minimize your tax liability.

Retirement Planning: We help ensure you have enough savings set aside for retirement so you can enjoy the lifestyle you desire without worrying about running out of money later on in life.

At Modera Wealth Management, LLC., we pride ourselves on being true fiduciary consultants who put our client's interests first at all times. If you're looking for a trusted partner who can help manage and grow your wealth while providing personalized attention every step of the way – look no further than Modera Wealth Management! Contact us today or visit us online to schedule an appointment with one of our experienced advisors."