Modera Wealth Management
Modera Wealth Management


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Equity-based compensation adds a level of complexity.

  • My compensation package is so complex that I’m worried about missing out on key opportunities or tax reduction strategies.

  • I need help keeping track of my Short-term Incentive Plan, Long-term Incentive Plan, Deferred Compensation, Restricted Stock Units, and options to ensure that I don’t leave anything on the table.

  • I’m concerned that my financial future is too closely tied to the success of my company.

Modera can help you to:

  • Understand your equity-based compensation and make informed choices.

  • Maximize your employee benefits package.

  • Optimize the way you use assets to fund your financial goals.

  • Limit the correlation of your investment capital and human capital.

  • Mitigate investment risk that can derail your financial plan.

Hypothetical Client Scenario:

Meet Nina and Kirk

Educational Articles:

Do You Have an Exit Strategy?

Do you have an exit strategy for your business or career? Whether you are a corporate executive or a business owner, there will come a time when you want, or need, to transition to the next phase of life. Done in advance, this can be an optimistic process, it should define how YOU want to exit. As the plan develops, there will be reality checks and alternative paths to consider, but at this point it should be a framework of how you want the future to look.

Market Downturns: How Safe is Your Deferred Compensation Plan?

Your employer’s traditional 401(k) plan and deferred comp plan may look similar. They may be visible from the same website and they may appear to have the same investments, but they are different in one very critical way. The deferred comp plan is not protected if your employer goes bankrupt, while the 401(k) plan is protected. With the recent downturn in the markets and volatility likely to continue, it’s important that you understand the differences between the two types of employer plans and review if any adjustments need to be made to your participation or allocation strategy.

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