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 Charlotte, North Carolina. The firm offers a wide range of services including retirement planning, education planning, income tax planning, estate planning, trust and legacy planning, philanthropic planning, sophisticated investment management, portfolio analysis, and risk protection. Modera Wealth Management serves individuals and families looking for comprehensive financial guidance tailored to their unique needs. As an SEC-registered investment adviser, they emphasize a fiduciary standard in their client relationships.

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