Client Resources Get In Touch OUR SERVICES How We Help Modera serves as the leader of your financial team, handling overall coordination of aspects that can affect your financial life. Allow us to help you put together your puzzle so you can have more free time. With your Modera team behind you, you can focus your time on what matters most to you. Here are examples of our core financial planning service areas and the types of questions we help address: Retirement / Life Transitions EMBRACING CHANGE “We struggle with the life transition aspects of this next chapter. How does one start to slow down professionally? I feel like I’m good at making money but not as good at managing money.” Income Tax Strategy PRO-ACTIVE “I want to give less to Uncle Sam and have more for loved ones. With all the tax legislation changes, it’s hard to keep up with the latest strategies that will benefit me” Investment Management TAILORED SOLUTION “We don’t want a cookie-cutter solution. We want access to customized solutions; tax efficient separately managed accounts, guidance on private investments, and socially responsible investing options.” Estate Planning & Family Wealth Transfer LEGACY “Is there a way to prevent specific people from getting an inheritance? Also, we never inherited much and we want our children to find their own way too. How do I talk to my adult children about our wishes?” Risk Management PROTECTION “We own premium personal property. I am on the board of directors for a non-profit and we hire household employees. We’re scared of lawsuits, possibly losing all we’ve worked so hard for.” Philanthropic Plannning GIVING “We’re passionate about supporting select causes and would like to also plan to transfer wealth to our heirs. How can we give in a tax-smart way?” Form CRS: A Summary of Your Advisory Relationship Contact Modera Contact an Advisor Office Locations Boston, MA (617) 247-0518 Westwood, NJ (201) 768-4600 Wayne, PA (610) 695-8070 Charlotte, NC (East Morehead Street) (704) 358-3322 Charlotte, NC (Colony Road) (704) 540-5535 Atlanta, GA (678) 833-1166 Inverness, FL (352) 746-4460 Services Comprehensive Financial Planning Investment Management Foundation/Endowment Investing About Modera Get to Know Us Our Fiduciary Promise The Modera Story How Modera Gives Back Work with Us The Value of a CFP® Policies FORM CRS: A Summary of Your Advisory Relationship Modera Brochure ADV Part 2A Cookie Disclosures Privacy Policy Notice GDPR Privacy Notice Terms of Use Our Insights Fights Over Estates Can Tear Families Apart Documents: Store or Shred? Inflation is Back: Any TIPS to Fight It? Resources Speakers' Bureau Client Resources Sitemap Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP® Board’s initial and ongoing certification requirements. ©2021 Modera Wealth Management, LLC Cookies help improve your experience. You may change or opt out of the cookies settings. Review our disclosure information. Edit Cookie Settings Accept Cookies