At Modera, we start every client relationship by learning about you and your goals, so we can personalize a financial strategy to help get you there. Our core financial management services below represent some of the strengths we as financial advisors have, but are in no way limited to the ways we will work to help you achieve your financial goals.
- Retirement planning and wealth transition services – when it comes to the next chapter in life, whether it be retirement or increasing your investment portfolio, our financial advisors are here to help
- Income tax strategy – We help you keep as much of your money as possible in the hands of you and your family, not the hands of Uncle Sam.
- Investment management services – We help clients form investment strategies to grow wealth, preserve principal, and look after the assets accumulated over the years.
- Estate planning & family wealth transfer – Seek to make sure your legacy, assets, and estate are protected. We initiate those conversations to move your wealth into the hands of those you want to receive it.
- Risk management services – Don’t risk losing what you’ve worked so hard for with wealth and financial protection through careful insurance strategies.
- Philanthropic planning – Invest and support the causes you love, in a tax strategic way.
Types of clients our wealth management advisors work with
We have financial advisors who have expertise in working with and personalizing wealth management plans for all types of clients. We have helped countless individuals and families manage personal aspects of their wealth by helping to minimize tax burdens, pass on wealth to children and grandchildren, and provide guidance to help you enjoy your wealth to its fullest while still preserving enough for retirement.
Modera’s wealth management is accompanied by deep caring
As a client, you will experience careful attention to your needs, thorough responses to your questions, and the sense of being consistently cared for. Modera team members are highly trained, dedicated who work in many different capacities to provide you with the exceptional experience you deserve. Get to Know Us better.
You’ll also find our caring extends well beyond our workday and our wealth management services. Our staff members frequently participate in national and local charity events and community service organizations and provide mentoring, support, and counsel to individuals and groups.