Facebook Linkedin-in Youtube
FInd An Advisor

Thank you for being a Modera client!

We are honored to have you as a Modera client. Below you will find links and resources to your Modera accounts. Please contact your advisory team if you have any questions.

Client hub

Access your investment portfolio, quarterly reports and commentary, and documents.

Log In
Client Hub Guide
Client Hub Tutorial Video
Quarterly Report Video Tutorial
Mobile App Guide

Financial planning portal

View your financial plan.

Log In
Former parsec client log in
Former Bay Point Client Login

How to use Microsoft Teams to have virtual meetings:

watch a video tutorial
Download our Microsoft teams guide

Modera Tax Center

Tax Year Guidance

Custodian Links

Recent Webinars

Medicare Open Enrollment 101
Strategic Charitable Planning
Invest in Your Loved Ones with a 529 Plan Webinar
Elder Financial Abuse Client Seminar
Sophisticated wealth management from really nice people.
Facebook Linkedin-in Youtube
Learn More
Specialites
Resources
Offices
Stay Informed

Subscribe to Modera emails to receive in-depth articles, quarterly market commentary, and webinar invitations.

Subscribe
  • 2025 Modera Wealth Management
Back To Top
Find An Advisor
Facebook Linkedin-in Youtube

Subscribe Now

If you are not a current client but would like to receive pertinent information about how we help people like you, please sign up now. We will send you helpful content and webinar invitations. Thanks for your interest!