Modera Wealth Management

Services Offered

• Retirement planning
• Education planning
• Income tax planning
• Estate planning
• Trust and legacy planning
• Philanthropic planning
• Investment management
• Portfolio analysis
• Risk protection

About

Modera Wealth Management is a fee-only fiduciary wealth management firm located in New Providence, New Jersey. The firm offers a wide range of services including retirement planning, education planning, income tax planning, estate planning, trust and legacy planning, philanthropic planning, and sophisticated investment management. Their expertise also includes portfolio analysis and risk protection strategies. Modera Wealth Management serves individuals and families seeking comprehensive financial guidance and investment strategies tailored to their unique goals.

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