Brian’s role involves working with clients to formulate planning goals, developing and implementing wealth management strategies and monitoring clients’ progress in working towards their financial and investment goals.
William Paterson University, B.S., in Finance and Financial Planning
Keatley Wealth Management (KWM), an independent, fee-only financial advisory firm located in Charlotte, NC, has joined Modera. The merger was official as of January 1, 2020.
Modera Wealth Management, LLC has announced that it recently added eight colleagues to its ownership group.
Good news. Once again the IRS has increased the employee contribution limit for 401(k) and other retirement plans in 2020. The contribution limit has been increased from $19,000 in 2019 to $19,500 in 2020 for employees participating in the following types of employer-sponsored retirement plans:
The new Setting Every Community Up for Retirement Enhancement (SECURE) Act was passed by Congress and signed into law by President Trump in December 2019. The law will take effect on January 1, 2020.
Modera Financial Planning & Wealth Management
56 Jefferson Ave., Westwood, NJ 07675
New Jersey Team
Michael D. Gibney
Kelly A. Henning
Peter J. McKenna
Kathleen M. Scala
Brian K. Schiess
Stephanie H. Spies