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 Inverness, Florida. The firm provides 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 also extends to philanthropic planning, sophisticated investment management, portfolio analysis, and risk protection. Modera Wealth Management serves individuals and families seeking tailored financial strategies to achieve their long-term financial goals.

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