Successfully enjoying and preserving one’s wealth can require professional support.

Our clients often turn to us for guidance on how to best manage the personal aspects of their wealth.

  • I want to use my wealth to enjoy life to its fullest now, but also ensure there’s enough for a good retirement.

  • I want to be certain that I’m not overpaying taxes.

  • I’d like to leave money to my children and grandchildren.

  • I want to make a difference in causes that are meaningful to me.

Modera can help you to:

  • Find the financial balance that will serve you now and in your future.

  • Minimize your tax burden.

  • Take advantage of ways to pass along wealth prudently.

  • Create legacies that reflect and respect your wishes and values.