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 based in Charlotte, North Carolina. The firm offers a range of comprehensive wealth management and investment services, including retirement planning, education planning, income tax planning, estate planning, and trust and legacy planning. Their expertise extends to philanthropic planning, sophisticated investment management, portfolio analysis, and risk protection. Modera Wealth Management serves individuals and families seeking personalized financial guidance to help them achieve their financial goals.

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