Modera Wealth Management
Modera Wealth Management

Mindy Cleaveland

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NAPFA: Mindy Neira Recognized as NAPFA’s 2022 Inspiring Leader Award Recipient

We are pleased to announce that the National Association of Personal Financial Advisors(NAPFA) has recognized Modera’s Principal & Wealth Manager Mindy Neira (she, her) with the “2022 NAPFA Inspiring Leader Award.” “The NAFPA Inspiring Leader Award is presented to a member who has established a record of encouraging, motivating and engaging others in reaching their full professional potential under the auspices of the Association. This award has been presented for exceptional, long-term, service to NAPFA, primarily as a teacher, mentor or coach.” Mindy inspires us every day with her commitment to her clients and her colleagues at Modera. We could not be more proud that she has been recognized by NAPFA for her passion for bettering the industry through her leadership and example.

2022-05-26T20:20:31+00:00Press Mentions|

LGBTQ Financial Planning: Looks Simple from Afar

As a LGBTQ financial advisor, my clients tell me they often hear some baffling questions. Maybe someday I won’t be surprised by the lack of awareness regarding the complexity around life as someone who identifies as lesbian, gay, bisexual, transgender, queer or questioning. But today, I continue to be astonished. This is why I focus my time on LGBTQ financial planning.

2021-06-25T15:32:42+00:00Good to Know, LGBTQ+|

Trust and Estate Planning Strategies for LGBTQ Couples

Marriage equality helped to level the playing field for same-sex marriages. Even with this huge leap forward, there remains many legal inconsistencies from state to state for those who are lesbian, gay, bisexual, transgender, or queer (LGBTQ). Call us to see how we can help you migrate your states laws as it relates to your personal planning

2022-03-22T19:44:46+00:00Good to Know, LGBTQ+|

Planning Checklist for Your New Financial Future

This checklist was created to help you organize your affairs before or during a divorce. Your individual situation will dictate other items which may need to be addressed. We suggest discussing your plans with your “divorce team”: your legal, financial, and tax advisers. The time to get these professionals involved is at the beginning stages of divorce, but it’s never to late to get started. Your financial advisor will be able to help you prioritize your financial goals throughout the divorce process.

2020-10-26T17:03:33+00:00Divorce, Good to Know|
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