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 Boston, Massachusetts. The firm provides a range of financial planning and investment services, including retirement planning, education planning, income tax planning, estate planning, trust and legacy planning, and philanthropic planning. They also offer sophisticated investment management, portfolio analysis, and risk protection services. Modera Wealth Management serves individuals and families seeking comprehensive wealth management solutions tailored to their financial goals.

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